Skip to content
Disclosery

Focus Partners Wealth: USRT position timeline

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

Focus Partners Wealth held 205,087 USRT 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 205,087 shares
    Change vs previous 13F +83,063 shares

    0.01% of the 13F portfolio, value $13,628,123.

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

    • Focus Partners Wealth: 164,291 shares
    • Focus Partners Advisor Solutions, LLC: 40,796 shares

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

  2. period ended2026-03-31
    13F 122,024 shares
    Change vs previous 13F +3,619 shares

    0.01% of the 13F portfolio, value $7,329,092.

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

    • Focus Partners Wealth: 87,973 shares
    • Focus Partners Advisor Solutions, LLC: 34,051 shares

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

  3. period ended2025-12-31
    13F 118,405 shares
    Change vs previous 13F -11,612 shares

    0.01% of the 13F portfolio, value $6,744,378.

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

    • Focus Partners Wealth: 86,542 shares
    • Focus Partners Advisor Solutions, LLC: 31,863 shares

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

  4. period ended2025-09-30
    13F 130,017 shares
    Change vs previous 13F +36,041 shares

    0.01% of the 13F portfolio, value $7,610,467.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,326 shares
    • Focus Partners Advisor Solutions, LLC: 58,691 shares

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

  5. period ended2025-06-30
    13F 93,976 shares
    Change vs previous 13F +51,141 shares

    0.01% of the 13F portfolio, value $5,315,317.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 70,733 shares
    • Focus Partners Advisor Solutions, LLC: 23,243 shares

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

  6. period ended2025-03-31
    13F/A 42,835 shares
    Change vs previous 13F +9,569 shares

    0.01% of the 13F portfolio, value $2,467,326.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,195 shares
    • Focus Partners Advisor Solutions, LLC: 14,640 shares

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

  7. period ended2024-12-31
    13F/A 33,266 shares
    Change vs previous 13F +10,859 shares

    <0.01% of the 13F portfolio, value $1,906,522.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,306 shares
    • Focus Partners Advisor Solutions, LLC: 6,960 shares

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

  8. period ended2024-09-30
    13F 22,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,379,661.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,865 shares
    • Focus Partners Advisor Solutions, LLC: 5,542 shares

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