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Disclosery

Focus Partners Wealth: TPL position timeline

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

Focus Partners Wealth held 188,834 TPL 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 188,834 shares
    Change vs previous 13F -59 shares

    0.08% of the 13F portfolio, value $82,641,294.

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

    • Focus Partners Wealth: 188,029 shares
    • Focus Partners Advisor Solutions, LLC: 805 shares

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

  2. period ended2026-03-31
    13F 188,893 shares
    Change vs previous 13F +82,502 shares

    0.1% of the 13F portfolio, value $89,641,161.

    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 106,391 shares
    Change vs previous 13F +43,487 shares

    0.07% of the 13F portfolio, value $57,161,136.

    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 62,904 shares
    Change vs previous 13F -188 shares

    0.09% of the 13F portfolio, value $58,729,883.

    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 63,092 shares
    Change vs previous 13F +40,989 shares

    0.14% of the 13F portfolio, value $66,650,477.

    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 22,103 shares
    Change vs previous 13F -1,545 shares

    0.07% of the 13F portfolio, value $29,287,051.

    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 23,648 shares
    Change vs previous 13F +137 shares

    0.07% of the 13F portfolio, value $26,155,255.

    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 23,511 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $20,801,481.

    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).