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Focus Partners Wealth: WAL position timeline

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

Focus Partners Wealth held 215,050 WAL 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 215,050 shares
    Change vs previous 13F +21,824 shares

    0.02% of the 13F portfolio, value $17,677,212.

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

    • Focus Partners Wealth: 192,215 shares
    • Focus Partners Advisor Solutions, LLC: 22,835 shares

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

  2. period ended2026-03-31
    13F 193,226 shares
    Change vs previous 13F +3,311 shares

    0.01% of the 13F portfolio, value $14,075,219.

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

    • Focus Partners Wealth: 181,937 shares
    • Focus Partners Advisor Solutions, LLC: 11,289 shares

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

  3. period ended2025-12-31
    13F 189,915 shares
    Change vs previous 13F +21,755 shares

    0.02% of the 13F portfolio, value $15,966,227.

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

    • Focus Partners Wealth: 185,604 shares
    • Focus Partners Advisor Solutions, LLC: 4,311 shares

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

  4. period ended2025-09-30
    13F 168,160 shares
    Change vs previous 13F +49,807 shares

    0.02% of the 13F portfolio, value $14,571,341.

    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 118,353 shares
    Change vs previous 13F +19,402 shares

    0.02% of the 13F portfolio, value $9,229,256.

    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 98,951 shares
    Change vs previous 13F -129 shares

    0.02% of the 13F portfolio, value $7,602,422.

    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 99,080 shares
    Change vs previous 13F +4,909 shares

    0.02% of the 13F portfolio, value $8,277,138.

    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).

  8. period ended2024-09-30
    13F 94,171 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,144,887.

    13F-HR 0001542153-24-000013 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).