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Disclosery

Focus Partners Wealth: USIG position timeline

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

Focus Partners Wealth held 12,316 USIG 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 12,316 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $631,715.

    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 11,774 shares
    Change vs previous 13F +716 shares

    <0.01% of the 13F portfolio, value $718,412.

    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 11,058 shares
    Change vs previous 13F +3,190 shares

    <0.01% of the 13F portfolio, value $572,500.

    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 7,868 shares
    Change vs previous 13F +2,435 shares

    <0.01% of the 13F portfolio, value $410,917.

    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 5,433 shares
    Change vs previous 13F -1,711 shares

    <0.01% of the 13F portfolio, value $279,474.

    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 7,144 shares
    Change vs previous 13F +1,770 shares

    <0.01% of the 13F portfolio, value $364,916.

    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 5,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,205.

    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).