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Disclosery

Focus Partners Wealth: TAP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on TAP, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 64,726 TAP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,726 shares
    Change vs previous 13F -10,159 shares

    <0.01% of the 13F portfolio, value $2,521,726.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,355 shares
    • Focus Partners Advisor Solutions, LLC: 20,371 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 74,885 shares
    Change vs previous 13F -16,009 shares

    <0.01% of the 13F portfolio, value $3,221,337.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,894 shares
    Change vs previous 13F +90,894 shares

    <0.01% of the 13F portfolio, value $4,242,955.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,495 shares

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F/A 9,495 shares
    Change vs previous 13F -2,867 shares

    <0.01% of the 13F portfolio, value $577,949.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F/A 12,362 shares
    Change vs previous 13F -15,574 shares

    <0.01% of the 13F portfolio, value $708,561.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 27,936 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,606,880.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).