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Disclosery

Focus Partners Wealth: UWMC position timeline

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

Focus Partners Wealth held 20,546 UWMC 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 20,546 shares
    Change vs previous 13F -12,070 shares

    <0.01% of the 13F portfolio, value $47,158.

    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 32,616 shares
    Change vs previous 13F -24,248 shares

    <0.01% of the 13F portfolio, value $118,070.

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

    • Focus Partners Wealth: 32,616 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 56,864 shares
    Change vs previous 13F +46,034 shares

    <0.01% of the 13F portfolio, value $249,640.

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

    • Focus Partners Wealth: 35,556 shares
    • Focus Partners Advisor Solutions, LLC: 21,308 shares

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

  4. period ended2025-09-30
    13F 10,830 shares
    Change vs previous 13F +10,830 shares

    <0.01% of the 13F portfolio, value $59,898.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 0 shares
    Change vs previous 13F -23,674 shares

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

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 23,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,338.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,073 shares
    • Focus Partners Advisor Solutions, LLC: 13,601 shares

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