Skip to content
Disclosery

Focus Partners Wealth: TCAF position timeline

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

Focus Partners Wealth held 47,600 TCAF 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 47,600 shares
    Change vs previous 13F -16,300 shares

    <0.01% of the 13F portfolio, value $1,956,412.

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

    • Focus Partners Wealth: 28,200 shares
    • Focus Partners Advisor Solutions, LLC: 19,400 shares

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

  2. period ended2026-03-31
    13F 63,900 shares
    Change vs previous 13F -4,104 shares

    <0.01% of the 13F portfolio, value $2,274,234.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,624 shares
    • Focus Partners Advisor Solutions, LLC: 34,276 shares

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

  3. period ended2025-12-31
    13F 68,004 shares
    Change vs previous 13F +46,025 shares

    <0.01% of the 13F portfolio, value $2,599,178.

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

    • Focus Partners Wealth: 34,048 shares
    • Focus Partners Advisor Solutions, LLC: 33,956 shares

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

  4. period ended2025-09-30
    13F 21,979 shares
    Change vs previous 13F +1,246 shares

    <0.01% of the 13F portfolio, value $828,614.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 20,733 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $731,465.

    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).