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Focus Partners Wealth: TIP position timeline

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

Focus Partners Wealth held 119,309 TIP 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 119,309 shares
    Change vs previous 13F +926 shares

    0.01% of the 13F portfolio, value $13,056,105.

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

    • Focus Partners Wealth: 110,001 shares
    • Focus Partners Advisor Solutions, LLC: 9,308 shares

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

  2. period ended2026-03-31
    13F 118,383 shares
    Change vs previous 13F +13,301 shares

    0.01% of the 13F portfolio, value $13,064,886.

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

    • Focus Partners Wealth: 103,318 shares
    • Focus Partners Advisor Solutions, LLC: 15,065 shares

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

  3. period ended2025-12-31
    13F 105,082 shares
    Change vs previous 13F -4,654 shares

    0.01% of the 13F portfolio, value $11,549,714.

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

    • Focus Partners Wealth: 99,044 shares
    • Focus Partners Advisor Solutions, LLC: 6,038 shares

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

  4. period ended2025-09-30
    13F 109,736 shares
    Change vs previous 13F -6,922 shares

    0.02% of the 13F portfolio, value $12,201,318.

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

    • Focus Partners Wealth: 95,233 shares
    • Focus Partners Advisor Solutions, LLC: 14,503 shares

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

  5. period ended2025-06-30
    13F 116,658 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $12,837,195.

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

    • Focus Partners Wealth: 97,332 shares
    • Focus Partners Advisor Solutions, LLC: 19,326 shares

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

  6. period ended2025-03-31
    13F/A 116,699 shares
    Change vs previous 13F -3,471 shares

    0.03% of the 13F portfolio, value $12,964,084.

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

    • Focus Partners Wealth: 96,963 shares
    • Focus Partners Advisor Solutions, LLC: 19,736 shares

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

  7. period ended2024-12-31
    13F/A 120,170 shares
    Change vs previous 13F +47,968 shares

    0.03% of the 13F portfolio, value $12,804,307.

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

    • Focus Partners Wealth: 101,250 shares
    • Focus Partners Advisor Solutions, LLC: 18,920 shares

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

  8. period ended2024-09-30
    13F 72,202 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,976,303.

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

    • Focus Partners Wealth: 48,619 shares
    • Focus Partners Advisor Solutions, LLC: 23,583 shares

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