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Disclosery

Focus Partners Wealth: TOTL position timeline

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

Focus Partners Wealth held 383,836 TOTL 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 383,836 shares
    Change vs previous 13F +18,778 shares

    0.02% of the 13F portfolio, value $15,150,044.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 365,058 shares
    Change vs previous 13F +8,230 shares

    0.02% of the 13F portfolio, value $14,503,772.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 356,828 shares
    Change vs previous 13F +20,229 shares

    0.02% of the 13F portfolio, value $14,344,467.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 336,599 shares
    Change vs previous 13F +1,977 shares

    0.02% of the 13F portfolio, value $13,655,755.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 334,622 shares
    Change vs previous 13F +46,530 shares

    0.03% of the 13F portfolio, value $13,421,661.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 288,092 shares
    Change vs previous 13F +5,830 shares

    0.03% of the 13F portfolio, value $11,607,216.

    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).

  7. period ended2024-12-31
    13F/A 282,262 shares
    Change vs previous 13F +27,246 shares

    0.03% of the 13F portfolio, value $11,118,308.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 255,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,557,697.

    13F-HR 0001542153-24-000013 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).