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Disclosery

Focus Partners Wealth: UDR position timeline

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

Focus Partners Wealth held 41,794 UDR 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 41,794 shares
    Change vs previous 13F +3,816 shares

    <0.01% of the 13F portfolio, value $1,668,404.

    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 37,978 shares
    Change vs previous 13F -12,073 shares

    <0.01% of the 13F portfolio, value $1,282,910.

    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 50,051 shares
    Change vs previous 13F -1,347 shares

    <0.01% of the 13F portfolio, value $1,835,874.

    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 51,398 shares
    Change vs previous 13F +2,529 shares

    <0.01% of the 13F portfolio, value $1,915,088.

    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 48,869 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $1,995,320.

    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 48,196 shares
    Change vs previous 13F -6,258 shares

    0.01% of the 13F portfolio, value $2,177,034.

    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 54,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,363,869.

    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).