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Focus Partners Wealth: TNL position timeline

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

Focus Partners Wealth held 46,957 TNL 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 46,957 shares
    Change vs previous 13F -16,679 shares

    <0.01% of the 13F portfolio, value $3,589,478.

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

    • Focus Partners Wealth: 46,957 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 63,636 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $4,376,719.

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

    • Focus Partners Wealth: 57,283 shares
    • Focus Partners Advisor Solutions, LLC: 6,353 shares

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

  3. period ended2025-12-31
    13F 61,974 shares
    Change vs previous 13F +41,727 shares

    <0.01% of the 13F portfolio, value $4,371,055.

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

    • Focus Partners Wealth: 52,602 shares
    • Focus Partners Advisor Solutions, LLC: 9,372 shares

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

  4. period ended2025-09-30
    13F 20,247 shares
    Change vs previous 13F +4,278 shares

    <0.01% of the 13F portfolio, value $1,221,709.

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

    • Focus Partners Wealth: 14,377 shares
    • Focus Partners Advisor Solutions, LLC: 5,870 shares

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

  5. period ended2025-06-30
    13F 15,969 shares
    Change vs previous 13F +11,117 shares

    <0.01% of the 13F portfolio, value $824,185.

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

    • Focus Partners Wealth: 9,529 shares
    • Focus Partners Advisor Solutions, LLC: 6,440 shares

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

  6. period ended2025-03-31
    13F/A 4,852 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,614.

    13F-HR/A 0001085146-25-003391 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).