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Disclosery

Focus Partners Wealth: UL position timeline

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

Focus Partners Wealth held 222,280 UL 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 222,280 shares
    Change vs previous 13F +20,990 shares

    0.01% of the 13F portfolio, value $13,363,484.

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

    • Focus Partners Wealth: 211,670 shares
    • Focus Partners Advisor Solutions, LLC: 10,610 shares

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

  2. period ended2026-03-31
    13F 201,290 shares
    Change vs previous 13F +11,949 shares

    0.01% of the 13F portfolio, value $11,473,279.

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

    • Focus Partners Wealth: 191,789 shares
    • Focus Partners Advisor Solutions, LLC: 9,501 shares

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

  3. period ended2025-12-31
    13F 189,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,382,904.

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

    • Focus Partners Wealth: 178,838 shares
    • Focus Partners Advisor Solutions, LLC: 10,503 shares

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