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Focus Partners Wealth: TPR position timeline

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

Focus Partners Wealth held 101,574 TPR 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 101,574 shares
    Change vs previous 13F -79,674 shares

    0.01% of the 13F portfolio, value $14,881,637.

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

    • Focus Partners Wealth: 79,568 shares
    • Focus Partners Advisor Solutions, LLC: 22,006 shares

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

  2. period ended2026-03-31
    13F 181,248 shares
    Change vs previous 13F +3,164 shares

    0.03% of the 13F portfolio, value $25,598,022.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 149,957 shares
    • Focus Partners Advisor Solutions, LLC: 31,291 shares

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

  3. period ended2025-12-31
    13F 178,084 shares
    Change vs previous 13F +120,565 shares

    0.02% of the 13F portfolio, value $22,754,040.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 147,013 shares
    • Focus Partners Advisor Solutions, LLC: 31,071 shares

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

  4. period ended2025-09-30
    13F 57,519 shares
    Change vs previous 13F +17,988 shares

    0.01% of the 13F portfolio, value $6,387,085.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,194 shares
    • Focus Partners Advisor Solutions, LLC: 25,325 shares

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

  5. period ended2025-06-30
    13F 39,531 shares
    Change vs previous 13F +6,633 shares

    0.01% of the 13F portfolio, value $3,470,927.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,311 shares
    • Focus Partners Advisor Solutions, LLC: 17,220 shares

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

  6. period ended2025-03-31
    13F/A 32,898 shares
    Change vs previous 13F +9,830 shares

    <0.01% of the 13F portfolio, value $2,316,351.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,934 shares
    • Focus Partners Advisor Solutions, LLC: 10,964 shares

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

  7. period ended2024-12-31
    13F/A 23,068 shares
    Change vs previous 13F +8,204 shares

    <0.01% of the 13F portfolio, value $1,507,037.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,816 shares
    • Focus Partners Advisor Solutions, LLC: 3,252 shares

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

  8. period ended2024-09-30
    13F 14,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $698,310.

    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).