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Focus Partners Wealth: TREX position timeline

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

Focus Partners Wealth held 58,949 TREX 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 58,949 shares
    Change vs previous 13F +23,337 shares

    <0.01% of the 13F portfolio, value $2,949,837.

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

    • Focus Partners Wealth: 50,967 shares
    • Focus Partners Advisor Solutions, LLC: 7,982 shares

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

  2. period ended2026-03-31
    13F 35,612 shares
    Change vs previous 13F +15,649 shares

    <0.01% of the 13F portfolio, value $1,296,952.

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

    • Focus Partners Wealth: 20,349 shares
    • Focus Partners Advisor Solutions, LLC: 15,263 shares

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

  3. period ended2025-12-31
    13F 19,963 shares
    Change vs previous 13F +15,535 shares

    <0.01% of the 13F portfolio, value $712,414.

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

    • Focus Partners Wealth: 13,003 shares
    • Focus Partners Advisor Solutions, LLC: 6,960 shares

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

  4. period ended2025-09-30
    13F 4,428 shares
    Change vs previous 13F -1,367 shares

    <0.01% of the 13F portfolio, value $228,795.

    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 5,795 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $315,133.

    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 5,540 shares
    Change vs previous 13F -2,028 shares

    <0.01% of the 13F portfolio, value $321,875.

    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 7,568 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $522,419.

    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).