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Focus Partners Wealth: WAB position timeline

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

Focus Partners Wealth held 33,560 WAB 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 33,560 shares
    Change vs previous 13F -7,716 shares

    0.01% of the 13F portfolio, value $9,048,229.

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

    • Focus Partners Wealth: 31,424 shares
    • Focus Partners Advisor Solutions, LLC: 2,136 shares

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

  2. period ended2026-03-31
    13F 41,276 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $10,313,859.

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

    • Focus Partners Wealth: 36,792 shares
    • Focus Partners Advisor Solutions, LLC: 4,484 shares

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

  3. period ended2025-12-31
    13F 41,212 shares
    Change vs previous 13F +10,429 shares

    0.01% of the 13F portfolio, value $8,724,442.

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

    • Focus Partners Wealth: 35,594 shares
    • Focus Partners Advisor Solutions, LLC: 5,618 shares

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

  4. period ended2025-09-30
    13F 30,783 shares
    Change vs previous 13F +4,085 shares

    0.01% of the 13F portfolio, value $6,204,336.

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

    • Focus Partners Wealth: 25,577 shares
    • Focus Partners Advisor Solutions, LLC: 5,206 shares

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

  5. period ended2025-06-30
    13F 26,698 shares
    Change vs previous 13F +5,693 shares

    0.01% of the 13F portfolio, value $5,589,041.

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

    • Focus Partners Wealth: 22,546 shares
    • Focus Partners Advisor Solutions, LLC: 4,152 shares

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

  6. period ended2025-03-31
    13F/A 21,005 shares
    Change vs previous 13F +12,849 shares

    0.01% of the 13F portfolio, value $3,809,406.

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

    • Focus Partners Wealth: 17,384 shares
    • Focus Partners Advisor Solutions, LLC: 3,621 shares

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

  7. period ended2024-12-31
    13F/A 8,156 shares
    Change vs previous 13F +1,756 shares

    <0.01% of the 13F portfolio, value $1,546,646.

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

    • Focus Partners Wealth: 6,237 shares
    • Focus Partners Advisor Solutions, LLC: 1,919 shares

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

  8. period ended2024-09-30
    13F 6,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,163,420.

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

    • Focus Partners Wealth: 4,268 shares
    • Focus Partners Advisor Solutions, LLC: 2,132 shares

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