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Focus Partners Wealth: WAT position timeline

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

Focus Partners Wealth held 485,602 WAT 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 485,602 shares
    Change vs previous 13F +10,740 shares

    0.19% of the 13F portfolio, value $182,115,551.

    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 474,862 shares
    Change vs previous 13F +203,101 shares

    0.16% of the 13F portfolio, value $141,414,064.

    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 271,761 shares
    Change vs previous 13F +263,421 shares

    0.12% of the 13F portfolio, value $103,223,191.

    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 8,340 shares
    Change vs previous 13F -577 shares

    <0.01% of the 13F portfolio, value $2,500,416.

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

    • Focus Partners Wealth: 8,340 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 8,917 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $3,112,742.

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

    • Focus Partners Wealth: 7,919 shares
    • Focus Partners Advisor Solutions, LLC: 998 shares

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

  6. period ended2025-03-31
    13F/A 8,594 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $3,167,754.

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

    • Focus Partners Wealth: 7,532 shares
    • Focus Partners Advisor Solutions, LLC: 1,062 shares

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

  7. period ended2024-12-31
    13F/A 7,904 shares
    Change vs previous 13F +352 shares

    0.01% of the 13F portfolio, value $2,932,227.

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

    • Focus Partners Wealth: 7,215 shares
    • Focus Partners Advisor Solutions, LLC: 689 shares

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

  8. period ended2024-09-30
    13F 7,552 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,717,890.

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

    • Focus Partners Wealth: 6,777 shares
    • Focus Partners Advisor Solutions, LLC: 775 shares

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