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Disclosery

Focus Partners Wealth: UUUU position timeline

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

Focus Partners Wealth held 868,314 UUUU 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 868,314 shares
    Change vs previous 13F +72,535 shares

    0.01% of the 13F portfolio, value $12,590,546.

    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 795,779 shares
    Change vs previous 13F -532,149 shares

    0.02% of the 13F portfolio, value $14,522,972.

    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 1,327,928 shares
    Change vs previous 13F +46,572 shares

    0.02% of the 13F portfolio, value $20,335,230.

    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 1,281,356 shares
    Change vs previous 13F +39,462 shares

    0.03% of the 13F portfolio, value $19,673,121.

    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 1,241,894 shares
    Change vs previous 13F +5,445 shares

    0.02% of the 13F portfolio, value $7,140,891.

    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 1,236,449 shares
    Change vs previous 13F +170,699 shares

    0.01% of the 13F portfolio, value $4,611,955.

    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 1,065,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,467,298.

    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).