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Disclosery

Focus Partners Wealth: TM position timeline

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

Focus Partners Wealth held 12,560 TM 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 12,560 shares
    Change vs previous 13F -3,138 shares

    <0.01% of the 13F portfolio, value $2,115,718.

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

    • Focus Partners Wealth: 10,856 shares
    • Focus Partners Advisor Solutions, LLC: 1,704 shares

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

  2. period ended2026-03-31
    13F 15,698 shares
    Change vs previous 13F +3,072 shares

    <0.01% of the 13F portfolio, value $3,322,533.

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

    • Focus Partners Wealth: 14,226 shares
    • Focus Partners Advisor Solutions, LLC: 1,472 shares

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

  3. period ended2025-12-31
    13F 12,626 shares
    Change vs previous 13F +3,901 shares

    <0.01% of the 13F portfolio, value $2,692,146.

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

    • Focus Partners Wealth: 11,537 shares
    • Focus Partners Advisor Solutions, LLC: 1,089 shares

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

  4. period ended2025-09-30
    13F 8,725 shares
    Change vs previous 13F +2,110 shares

    <0.01% of the 13F portfolio, value $1,676,937.

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

    • Focus Partners Wealth: 7,441 shares
    • Focus Partners Advisor Solutions, LLC: 1,284 shares

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

  5. period ended2025-06-30
    13F 6,615 shares
    Change vs previous 13F -235 shares

    <0.01% of the 13F portfolio, value $1,139,511.

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

    • Focus Partners Wealth: 6,615 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 6,850 shares
    Change vs previous 13F +547 shares

    <0.01% of the 13F portfolio, value $1,209,293.

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

    • Focus Partners Wealth: 5,572 shares
    • Focus Partners Advisor Solutions, LLC: 1,278 shares

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

  7. period ended2024-12-31
    13F/A 6,303 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $1,226,667.

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

    • Focus Partners Wealth: 6,303 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 6,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,165,608.

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

    • Focus Partners Wealth: 5,270 shares
    • Focus Partners Advisor Solutions, LLC: 1,257 shares

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