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Focus Partners Wealth: UBSI position timeline

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

Focus Partners Wealth held 96,609 UBSI 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 96,609 shares
    Change vs previous 13F -30,216 shares

    <0.01% of the 13F portfolio, value $4,427,660.

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

    • Focus Partners Wealth: 96,609 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 126,825 shares
    Change vs previous 13F +15,218 shares

    0.01% of the 13F portfolio, value $5,253,197.

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

    • Focus Partners Wealth: 121,376 shares
    • Focus Partners Advisor Solutions, LLC: 5,449 shares

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

  3. period ended2025-12-31
    13F 111,607 shares
    Change vs previous 13F +12,469 shares

    <0.01% of the 13F portfolio, value $4,285,754.

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

    • Focus Partners Wealth: 111,607 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 99,138 shares
    Change vs previous 13F +5,321 shares

    0.01% of the 13F portfolio, value $3,685,054.

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

    • Focus Partners Wealth: 91,657 shares
    • Focus Partners Advisor Solutions, LLC: 7,481 shares

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

  5. period ended2025-06-30
    13F 93,817 shares
    Change vs previous 13F +20,715 shares

    0.01% of the 13F portfolio, value $3,417,752.

    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 73,102 shares
    Change vs previous 13F +44,745 shares

    0.01% of the 13F portfolio, value $2,534,437.

    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 28,357 shares
    Change vs previous 13F -17,638 shares

    <0.01% of the 13F portfolio, value $1,064,793.

    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 45,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,706,400.

    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).