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Focus Partners Wealth: TQQQ position timeline

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

Focus Partners Wealth held 96,924 TQQQ 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 96,924 shares
    Change vs previous 13F +34,913 shares

    0.01% of the 13F portfolio, value $7,850,911.

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

    • Focus Partners Wealth: 93,874 shares
    • Focus Partners Advisor Solutions, LLC: 3,050 shares

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

  2. period ended2026-03-31
    13F 62,011 shares
    Change vs previous 13F -98,133 shares

    <0.01% of the 13F portfolio, value $2,584,659.

    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 160,144 shares
    Change vs previous 13F +94,903 shares

    0.01% of the 13F portfolio, value $8,458,060.

    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 65,241 shares
    Change vs previous 13F +47,673 shares

    0.01% of the 13F portfolio, value $6,746,062.

    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 17,568 shares
    Change vs previous 13F +6,614 shares

    <0.01% of the 13F portfolio, value $1,458,161.

    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 10,954 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $627,785.

    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 10,876 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $860,787.

    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 11,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $804,008.

    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).