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Focus Partners Wealth: UMC position timeline

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

Focus Partners Wealth held 94,180 UMC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,180 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $2,562,661.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,495 shares
    • Focus Partners Advisor Solutions, LLC: 47,685 shares

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

  2. period ended2026-03-31
    13F 93,342 shares
    Change vs previous 13F +5,055 shares

    <0.01% of the 13F portfolio, value $902,177.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,546 shares
    • Focus Partners Advisor Solutions, LLC: 47,796 shares

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

  3. period ended2025-12-31
    13F 88,287 shares
    Change vs previous 13F +27,481 shares

    <0.01% of the 13F portfolio, value $693,943.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,362 shares
    • Focus Partners Advisor Solutions, LLC: 45,925 shares

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

  4. period ended2025-09-30
    13F 60,806 shares
    Change vs previous 13F +19,704 shares

    <0.01% of the 13F portfolio, value $459,051.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,962 shares
    • Focus Partners Advisor Solutions, LLC: 33,844 shares

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

  5. period ended2025-06-30
    13F 41,102 shares
    Change vs previous 13F -9,314 shares

    <0.01% of the 13F portfolio, value $314,297.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,417 shares
    • Focus Partners Advisor Solutions, LLC: 24,685 shares

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

  6. period ended2025-03-31
    13F/A 50,416 shares
    Change vs previous 13F +17,715 shares

    <0.01% of the 13F portfolio, value $360,475.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,443 shares
    • Focus Partners Advisor Solutions, LLC: 36,973 shares

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

  7. period ended2024-12-31
    13F/A 32,701 shares
    Change vs previous 13F +2,959 shares

    <0.01% of the 13F portfolio, value $212,229.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,544 shares
    • Focus Partners Advisor Solutions, LLC: 19,157 shares

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

  8. period ended2024-09-30
    13F 29,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,428.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,178 shares
    • Focus Partners Advisor Solutions, LLC: 15,564 shares

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