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Focus Partners Wealth: TTE position timeline

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

Focus Partners Wealth held 84,714 TTE 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 84,714 shares
    Change vs previous 13F -62,831 shares

    0.01% of the 13F portfolio, value $6,587,805.

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

    • Focus Partners Wealth: 81,392 shares
    • Focus Partners Advisor Solutions, LLC: 3,322 shares

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

  2. period ended2026-03-31
    13F 147,545 shares
    Change vs previous 13F +1,521 shares

    0.01% of the 13F portfolio, value $13,362,320.

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

    • Focus Partners Wealth: 145,060 shares
    • Focus Partners Advisor Solutions, LLC: 2,485 shares

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

  3. period ended2025-12-31
    13F 146,024 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,552,796.

    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).