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Disclosery

Focus Partners Wealth: TPHD position timeline

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

Focus Partners Wealth held 48,663 TPHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,663 shares
    Change vs previous 13F +5,522 shares

    0.02% of the 13F portfolio, value $2,057,482.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 43,141 shares
    Change vs previous 13F +14,534 shares

    0.02% of the 13F portfolio, value $1,784,348.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    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 28,607 shares
    Change vs previous 13F -16,129 shares

    0.01% of the 13F portfolio, value $1,102,246.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 44,736 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,714,821.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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