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Disclosery

Focus Partners Wealth: TD position timeline

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

Focus Partners Wealth held 52,672 TD 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 52,672 shares
    Change vs previous 13F +2,345 shares

    0.01% of the 13F portfolio, value $6,395,903.

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

    • Focus Partners Wealth: 48,148 shares
    • Focus Partners Advisor Solutions, LLC: 4,524 shares

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

  2. period ended2026-03-31
    13F 50,327 shares
    Change vs previous 13F +3,684 shares

    <0.01% of the 13F portfolio, value $4,723,398.

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

    • Focus Partners Wealth: 46,155 shares
    • Focus Partners Advisor Solutions, LLC: 4,172 shares

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

  3. period ended2025-12-31
    13F 46,643 shares
    Change vs previous 13F +3,729 shares

    <0.01% of the 13F portfolio, value $4,378,588.

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

    • Focus Partners Wealth: 43,219 shares
    • Focus Partners Advisor Solutions, LLC: 3,424 shares

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

  4. period ended2025-09-30
    13F 42,914 shares
    Change vs previous 13F +14,374 shares

    <0.01% of the 13F portfolio, value $3,435,106.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,506 shares
    • Focus Partners Advisor Solutions, LLC: 3,408 shares

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

  5. period ended2025-06-30
    13F 28,540 shares
    Change vs previous 13F +3,570 shares

    <0.01% of the 13F portfolio, value $2,096,038.

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

    • Focus Partners Wealth: 25,459 shares
    • Focus Partners Advisor Solutions, LLC: 3,081 shares

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

  6. period ended2025-03-31
    13F/A 24,970 shares
    Change vs previous 13F +410 shares

    <0.01% of the 13F portfolio, value $1,496,695.

    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).

  7. period ended2024-12-31
    13F/A 24,560 shares
    Change vs previous 13F +18,723 shares

    <0.01% of the 13F portfolio, value $1,307,603.

    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).

  8. period ended2024-09-30
    13F 5,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $369,249.

    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).