Skip to content
Disclosery

Focus Partners Wealth: TFI position timeline

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

Focus Partners Wealth held 26,885 TFI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,885 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $1,231,321.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,282 shares
    • Focus Partners Advisor Solutions, LLC: 17,603 shares

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

  2. period ended2026-03-31
    13F 26,546 shares
    Change vs previous 13F +17,726 shares

    <0.01% of the 13F portfolio, value $1,196,676.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,812 shares
    • Focus Partners Advisor Solutions, LLC: 18,734 shares

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

  3. period ended2025-12-31
    13F 8,820 shares
    Change vs previous 13F -16,245 shares

    <0.01% of the 13F portfolio, value $403,195.

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

    • Focus Partners Wealth: 8,820 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 25,065 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $1,142,543.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,928 shares
    • Focus Partners Advisor Solutions, LLC: 16,137 shares

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

  5. period ended2025-06-30
    13F 23,815 shares
    Change vs previous 13F +2,561 shares

    <0.01% of the 13F portfolio, value $1,063,832.

    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: 8,692 shares
    • Focus Partners Advisor Solutions, LLC: 15,123 shares

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

  6. period ended2025-03-31
    13F/A 21,254 shares
    Change vs previous 13F -4,708 shares

    <0.01% of the 13F portfolio, value $957,924.

    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: 8,325 shares
    • Focus Partners Advisor Solutions, LLC: 12,929 shares

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

  7. period ended2024-12-31
    13F/A 25,962 shares
    Change vs previous 13F +13,538 shares

    <0.01% of the 13F portfolio, value $1,184,403.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,837 shares
    • Focus Partners Advisor Solutions, LLC: 17,125 shares

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

  8. period ended2024-09-30
    13F 12,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $581,816.

    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).