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Disclosery

Focus Partners Wealth: USB position timeline

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

Focus Partners Wealth held 1,000,674 USB 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 1,000,674 shares
    Change vs previous 13F +122,726 shares

    0.06% of the 13F portfolio, value $60,454,380.

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

    • Focus Partners Wealth: 947,565 shares
    • Focus Partners Advisor Solutions, LLC: 53,109 shares

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

  2. period ended2026-03-31
    13F 877,948 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $45,734,525.

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

    • Focus Partners Wealth: 810,820 shares
    • Focus Partners Advisor Solutions, LLC: 67,128 shares

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