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Disclosery

Focus Partners Wealth: TER position timeline

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

Focus Partners Wealth held 66,343 TER 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 66,343 shares
    Change vs previous 13F -2,949 shares

    0.03% of the 13F portfolio, value $32,099,606.

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

    • Focus Partners Wealth: 58,607 shares
    • Focus Partners Advisor Solutions, LLC: 7,736 shares

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

  2. period ended2026-03-31
    13F 69,292 shares
    Change vs previous 13F +15,933 shares

    0.02% of the 13F portfolio, value $20,661,561.

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

    • Focus Partners Wealth: 58,173 shares
    • Focus Partners Advisor Solutions, LLC: 11,119 shares

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

  3. period ended2025-12-31
    13F 53,359 shares
    Change vs previous 13F +18,881 shares

    0.01% of the 13F portfolio, value $9,271,035.

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

    • Focus Partners Wealth: 47,591 shares
    • Focus Partners Advisor Solutions, LLC: 5,768 shares

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

  4. period ended2025-09-30
    13F 34,478 shares
    Change vs previous 13F -4,758 shares

    0.01% of the 13F portfolio, value $4,745,508.

    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 39,236 shares
    Change vs previous 13F -14,543 shares

    0.01% of the 13F portfolio, value $3,528,160.

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

    • Focus Partners Wealth: 39,236 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 53,779 shares
    Change vs previous 13F +13,793 shares

    0.01% of the 13F portfolio, value $4,442,240.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,766 shares
    • Focus Partners Advisor Solutions, LLC: 9,013 shares

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

  7. period ended2024-12-31
    13F/A 39,986 shares
    Change vs previous 13F +11,555 shares

    0.01% of the 13F portfolio, value $5,035,106.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,986 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 28,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,807,867.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,276 shares
    • Focus Partners Advisor Solutions, LLC: 2,155 shares

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