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Focus Partners Wealth: UBS position timeline

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

Focus Partners Wealth held 64,514 UBS 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 64,514 shares
    Change vs previous 13F +9,465 shares

    <0.01% of the 13F portfolio, value $3,197,369.

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

    • Focus Partners Wealth: 58,315 shares
    • Focus Partners Advisor Solutions, LLC: 6,199 shares

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

  2. period ended2026-03-31
    13F 55,049 shares
    Change vs previous 13F +3,762 shares

    <0.01% of the 13F portfolio, value $2,179,297.

    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 51,287 shares
    Change vs previous 13F +27,428 shares

    <0.01% of the 13F portfolio, value $2,375,180.

    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 23,859 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $978,255.

    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 23,757 shares
    Change vs previous 13F +9,646 shares

    <0.01% of the 13F portfolio, value $803,492.

    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 14,111 shares
    Change vs previous 13F +1,141 shares

    <0.01% of the 13F portfolio, value $432,230.

    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 12,970 shares
    Change vs previous 13F +3,100 shares

    <0.01% of the 13F portfolio, value $393,274.

    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 9,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,094.

    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).