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Focus Partners Wealth: WASH position timeline

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

Focus Partners Wealth held 15,886 WASH 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 15,886 shares
    Change vs previous 13F +4,929 shares

    <0.01% of the 13F portfolio, value $579,546.

    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 10,957 shares
    Change vs previous 13F +1,678 shares

    <0.01% of the 13F portfolio, value $366,645.

    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 9,279 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $274,216.

    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 8,861 shares
    Change vs previous 13F +1,069 shares

    <0.01% of the 13F portfolio, value $256,103.

    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 7,792 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $220,358.

    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 8,017 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $247,405.

    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 7,751 shares
    Change vs previous 13F -17,967 shares

    <0.01% of the 13F portfolio, value $242,994.

    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 25,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $828,377.

    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).