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Disclosery

Focus Partners Wealth: TEAM position timeline

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

Focus Partners Wealth held 102,473 TEAM 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 102,473 shares
    Change vs previous 13F +56,563 shares

    0.01% of the 13F portfolio, value $7,972,763.

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

    • Focus Partners Wealth: 78,289 shares
    • Focus Partners Advisor Solutions, LLC: 24,184 shares

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

  2. period ended2026-03-31
    13F 45,910 shares
    Change vs previous 13F -25,150 shares

    <0.01% of the 13F portfolio, value $3,132,975.

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

    • Focus Partners Wealth: 32,937 shares
    • Focus Partners Advisor Solutions, LLC: 12,973 shares

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

  3. period ended2025-12-31
    13F 71,060 shares
    Change vs previous 13F +48,314 shares

    0.01% of the 13F portfolio, value $11,516,664.

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

    • Focus Partners Wealth: 41,019 shares
    • Focus Partners Advisor Solutions, LLC: 30,041 shares

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

  4. period ended2025-09-30
    13F 22,746 shares
    Change vs previous 13F +10,385 shares

    0.01% of the 13F portfolio, value $3,865,470.

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

    • Focus Partners Wealth: 13,729 shares
    • Focus Partners Advisor Solutions, LLC: 9,017 shares

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

  5. period ended2025-06-30
    13F 12,361 shares
    Change vs previous 13F +3,829 shares

    <0.01% of the 13F portfolio, value $2,509,959.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,901 shares
    • Focus Partners Advisor Solutions, LLC: 6,460 shares

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

  6. period ended2025-03-31
    13F/A 8,532 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $1,810,939.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,122 shares
    • Focus Partners Advisor Solutions, LLC: 4,410 shares

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

  7. period ended2024-12-31
    13F/A 3,108 shares
    Change vs previous 13F +3,108 shares

    <0.01% of the 13F portfolio, value $756,382.

    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.