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Disclosery

Focus Partners Wealth: TDG position timeline

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

Focus Partners Wealth held 56,568 TDG 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 56,568 shares
    Change vs previous 13F +1,725 shares

    0.08% of the 13F portfolio, value $75,353,663.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 54,843 shares
    Change vs previous 13F +3,181 shares

    0.07% of the 13F portfolio, value $63,562,987.

    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 51,662 shares
    Change vs previous 13F +2,943 shares

    0.08% of the 13F portfolio, value $68,731,388.

    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 ended2025-09-30
    13F 48,719 shares
    Change vs previous 13F +8,527 shares

    0.1% of the 13F portfolio, value $64,212,797.

    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 40,192 shares
    Change vs previous 13F +1,397 shares

    0.13% of the 13F portfolio, value $61,118,011.

    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).

  6. period ended2025-03-31
    13F/A 38,795 shares
    Change vs previous 13F +7,452 shares

    0.13% of the 13F portfolio, value $53,666,210.

    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 31,343 shares
    Change vs previous 13F +11,069 shares

    0.1% of the 13F portfolio, value $39,721,782.

    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 20,274 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,283,737.

    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).