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Focus Partners Wealth: TLT position timeline

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

Focus Partners Wealth held 40,010 TLT 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 40,010 shares
    Change vs previous 13F -85,064 shares

    <0.01% of the 13F portfolio, value $3,457,780.

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

    • Focus Partners Wealth: 34,399 shares
    • Focus Partners Advisor Solutions, LLC: 5,611 shares

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

  2. period ended2026-03-31
    13F 125,074 shares
    Change vs previous 13F +16,342 shares

    0.01% of the 13F portfolio, value $10,842,760.

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

    • Focus Partners Wealth: 119,750 shares
    • Focus Partners Advisor Solutions, LLC: 5,324 shares

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

  3. period ended2025-12-31
    13F 108,732 shares
    Change vs previous 13F -28,365 shares

    0.01% of the 13F portfolio, value $9,483,888.

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

    • Focus Partners Wealth: 104,903 shares
    • Focus Partners Advisor Solutions, LLC: 3,829 shares

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

  4. period ended2025-09-30
    13F 137,097 shares
    Change vs previous 13F +62,201 shares

    0.02% of the 13F portfolio, value $12,253,503.

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

    • Focus Partners Wealth: 131,405 shares
    • Focus Partners Advisor Solutions, LLC: 5,692 shares

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

  5. period ended2025-06-30
    13F 74,896 shares
    Change vs previous 13F -98,257 shares

    0.01% of the 13F portfolio, value $6,609,668.

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

    • Focus Partners Wealth: 69,214 shares
    • Focus Partners Advisor Solutions, LLC: 5,682 shares

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

  6. period ended2025-03-31
    13F/A 173,153 shares
    Change vs previous 13F +67,628 shares

    0.03% of the 13F portfolio, value $15,762,252.

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

    • Focus Partners Wealth: 166,043 shares
    • Focus Partners Advisor Solutions, LLC: 7,110 shares

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

  7. period ended2024-12-31
    13F/A 105,525 shares
    Change vs previous 13F +43,138 shares

    0.02% of the 13F portfolio, value $9,215,610.

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

    • Focus Partners Wealth: 100,705 shares
    • Focus Partners Advisor Solutions, LLC: 4,820 shares

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

  8. period ended2024-09-30
    13F 62,387 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,120,252.

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

    • Focus Partners Wealth: 56,442 shares
    • Focus Partners Advisor Solutions, LLC: 5,945 shares

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