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Focus Partners Wealth: UNFI position timeline

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

Focus Partners Wealth held 9,401 UNFI 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 9,401 shares
    Change vs previous 13F -100,521 shares

    <0.01% of the 13F portfolio, value $429,344.

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

    • Focus Partners Wealth: 9,401 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 109,922 shares
    Change vs previous 13F +98,661 shares

    <0.01% of the 13F portfolio, value $4,973,806.

    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: 11,967 shares
    • Focus Partners Advisor Solutions, LLC: 97,955 shares

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

  3. period ended2025-12-31
    13F 11,261 shares
    Change vs previous 13F +1,244 shares

    <0.01% of the 13F portfolio, value $379,158.

    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 10,017 shares
    Change vs previous 13F -826 shares

    <0.01% of the 13F portfolio, value $376,840.

    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 10,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,750.

    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).