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Focus Partners Wealth: TPIF position timeline

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

Focus Partners Wealth held 80,360 TPIF 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 80,360 shares
    Change vs previous 13F +9,485 shares

    0.03% of the 13F portfolio, value $2,998,260.

    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 70,875 shares
    Change vs previous 13F +23,718 shares

    0.03% of the 13F portfolio, value $2,554,337.

    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 47,157 shares
    Change vs previous 13F -31,214 shares

    0.02% of the 13F portfolio, value $1,635,418.

    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 78,371 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,663,833.

    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).