Skip to content
Disclosery

Focus Partners Wealth: TDIV position timeline

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

Focus Partners Wealth held 21,754 TDIV 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 21,754 shares
    Change vs previous 13F -2,501 shares

    <0.01% of the 13F portfolio, value $2,499,109.

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

    • Focus Partners Wealth: 21,754 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 24,255 shares
    Change vs previous 13F +1,342 shares

    <0.01% of the 13F portfolio, value $2,271,770.

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

    • Focus Partners Wealth: 21,778 shares
    • Focus Partners Advisor Solutions, LLC: 2,477 shares

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

  3. period ended2025-12-31
    13F 22,913 shares
    Change vs previous 13F +1,046 shares

    <0.01% of the 13F portfolio, value $2,218,939.

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

    • Focus Partners Wealth: 20,436 shares
    • Focus Partners Advisor Solutions, LLC: 2,477 shares

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

  4. period ended2025-09-30
    13F 21,867 shares
    Change vs previous 13F +8,305 shares

    <0.01% of the 13F portfolio, value $2,177,691.

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

    • Focus Partners Wealth: 18,157 shares
    • Focus Partners Advisor Solutions, LLC: 3,710 shares

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

  5. period ended2025-06-30
    13F 13,562 shares
    Change vs previous 13F +2,480 shares

    <0.01% of the 13F portfolio, value $1,222,907.

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

    • Focus Partners Wealth: 11,085 shares
    • Focus Partners Advisor Solutions, LLC: 2,477 shares

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

  6. period ended2025-03-31
    13F/A 11,082 shares
    Change vs previous 13F +756 shares

    <0.01% of the 13F portfolio, value $815,780.

    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 10,326 shares
    Change vs previous 13F +10,326 shares

    <0.01% of the 13F portfolio, value $810,179.

    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 0 shares
    Change vs previous 13F not available

    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).

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