Focus Partners Wealth: TOPT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on TOPT, newest first. How the timeline and the estimate are built.
Focus Partners Wealth held 7,645 TOPT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,645 sharesChange vs previous 13F -1,435 shares
<0.01% of the 13F portfolio, value $251,678.
13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,080 sharesChange vs previous 13F +1,605 shares
<0.01% of the 13F portfolio, value $259,879.
13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,475 sharesChange vs previous 13F -5,921 shares
<0.01% of the 13F portfolio, value $233,473.
13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,396 sharesChange vs previous 13F +5,930 shares
<0.01% of the 13F portfolio, value $421,456.
13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,466 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $203,767.
13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).