Skip to content
Disclosery

Focus Partners Wealth: TW position timeline

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

Focus Partners Wealth held 398,437 TW 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 398,437 shares
    Change vs previous 13F -60,657 shares

    0.04% of the 13F portfolio, value $39,708,251.

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

    • Focus Partners Wealth: 392,874 shares
    • Focus Partners Advisor Solutions, LLC: 5,563 shares

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

  2. period ended2026-03-31
    13F 459,094 shares
    Change vs previous 13F -6,195 shares

    0.05% of the 13F portfolio, value $54,017,052.

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

    • Focus Partners Wealth: 448,548 shares
    • Focus Partners Advisor Solutions, LLC: 10,546 shares

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

  3. period ended2025-12-31
    13F 465,289 shares
    Change vs previous 13F +31,823 shares

    0.05% of the 13F portfolio, value $50,037,129.

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

    • Focus Partners Wealth: 457,493 shares
    • Focus Partners Advisor Solutions, LLC: 7,796 shares

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

  4. period ended2025-09-30
    13F 433,466 shares
    Change vs previous 13F +20,241 shares

    0.07% of the 13F portfolio, value $48,099,374.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 428,520 shares
    • Focus Partners Advisor Solutions, LLC: 4,946 shares

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

  5. period ended2025-06-30
    13F 413,225 shares
    Change vs previous 13F -55,361 shares

    0.11% of the 13F portfolio, value $60,495,959.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 411,581 shares
    • Focus Partners Advisor Solutions, LLC: 1,644 shares

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

  6. period ended2025-03-31
    13F/A 468,586 shares
    Change vs previous 13F -5,586 shares

    0.17% of the 13F portfolio, value $69,566,287.

    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 474,172 shares
    Change vs previous 13F -9,596 shares

    0.16% of the 13F portfolio, value $62,078,604.

    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 483,768 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $59,827,591.

    13F-HR 0001542153-24-000013 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).