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Focus Partners Wealth: TROW position timeline

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

Focus Partners Wealth held 24,997 TROW 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 24,997 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $2,842,137.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 24,470 shares
    Change vs previous 13F -5,075 shares

    <0.01% of the 13F portfolio, value $2,253,798.

    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 29,545 shares
    Change vs previous 13F +12,150 shares

    <0.01% of the 13F portfolio, value $3,025,410.

    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 17,395 shares
    Change vs previous 13F -568 shares

    <0.01% of the 13F portfolio, value $1,785,438.

    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 17,963 shares
    Change vs previous 13F +4,909 shares

    <0.01% of the 13F portfolio, value $1,733,528.

    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 13,054 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $1,199,385.

    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 13,022 shares
    Change vs previous 13F -98,562 shares

    <0.01% of the 13F portfolio, value $1,472,788.

    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 111,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,702,443.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 111,584 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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