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Disclosery

Focus Partners Wealth: TRP position timeline

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

Focus Partners Wealth held 19,699 TRP 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 19,699 shares
    Change vs previous 13F +3,219 shares

    <0.01% of the 13F portfolio, value $1,306,421.

    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 16,480 shares
    Change vs previous 13F +1,399 shares

    <0.01% of the 13F portfolio, value $989,641.

    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 15,081 shares
    Change vs previous 13F +3,414 shares

    <0.01% of the 13F portfolio, value $828,373.

    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 11,667 shares
    Change vs previous 13F +952 shares

    <0.01% of the 13F portfolio, value $634,818.

    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 10,715 shares
    Change vs previous 13F -1,731 shares

    <0.01% of the 13F portfolio, value $523,033.

    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 12,446 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $587,720.

    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 12,117 shares
    Change vs previous 13F +4,408 shares

    <0.01% of the 13F portfolio, value $563,847.

    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 7,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,563.

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

    • Focus Partners Wealth: 7,709 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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