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Focus Partners Wealth: TMFC position timeline

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

Focus Partners Wealth held 10,634 TMFC 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 10,634 shares
    Change vs previous 13F +7,215 shares

    <0.01% of the 13F portfolio, value $809,940.

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

    • Focus Partners Wealth: 7,765 shares
    • Focus Partners Advisor Solutions, LLC: 2,869 shares

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

  2. period ended2026-03-31
    13F 3,419 shares
    Change vs previous 13F -2,652 shares

    <0.01% of the 13F portfolio, value $225,596.

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

    • Focus Partners Wealth: 3,419 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 6,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435,739.

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

    • Focus Partners Wealth: 3,214 shares
    • Focus Partners Advisor Solutions, LLC: 2,857 shares

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