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Disclosery

Focus Partners Wealth: TRU position timeline

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

Focus Partners Wealth held 8,547 TRU 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 8,547 shares
    Change vs previous 13F -6,651 shares

    <0.01% of the 13F portfolio, value $616,612.

    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 15,198 shares
    Change vs previous 13F -8,184 shares

    <0.01% of the 13F portfolio, value $1,052,077.

    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 23,382 shares
    Change vs previous 13F +23,382 shares

    <0.01% of the 13F portfolio, value $2,005,019.

    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 ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -3,328 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F/A 3,328 shares
    Change vs previous 13F -1,642 shares

    <0.01% of the 13F portfolio, value $308,610.

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

    • Focus Partners Wealth: 3,328 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2024-09-30
    13F 4,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $520,408.

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

    • Focus Partners Wealth: 3,059 shares
    • Focus Partners Advisor Solutions, LLC: 1,911 shares

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