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Focus Partners Wealth: WBD position timeline

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

Focus Partners Wealth held 203,366 WBD 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 203,366 shares
    Change vs previous 13F +35,358 shares

    <0.01% of the 13F portfolio, value $5,421,817.

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

    • Focus Partners Wealth: 172,488 shares
    • Focus Partners Advisor Solutions, LLC: 30,878 shares

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

  2. period ended2026-03-31
    13F 168,008 shares
    Change vs previous 13F +57,532 shares

    <0.01% of the 13F portfolio, value $4,611,891.

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

    • Focus Partners Wealth: 143,429 shares
    • Focus Partners Advisor Solutions, LLC: 24,579 shares

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

  3. period ended2025-12-31
    13F 110,476 shares
    Change vs previous 13F -15,441 shares

    <0.01% of the 13F portfolio, value $3,140,600.

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

    • Focus Partners Wealth: 92,995 shares
    • Focus Partners Advisor Solutions, LLC: 17,481 shares

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

  4. period ended2025-09-30
    13F 125,917 shares
    Change vs previous 13F +53,379 shares

    <0.01% of the 13F portfolio, value $2,531,282.

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

    • Focus Partners Wealth: 82,638 shares
    • Focus Partners Advisor Solutions, LLC: 43,279 shares

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

  5. period ended2025-06-30
    13F 72,538 shares
    Change vs previous 13F -65,156 shares

    <0.01% of the 13F portfolio, value $831,295.

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

    • Focus Partners Wealth: 72,538 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 137,694 shares
    Change vs previous 13F +49,189 shares

    <0.01% of the 13F portfolio, value $1,477,432.

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

    • Focus Partners Wealth: 116,821 shares
    • Focus Partners Advisor Solutions, LLC: 20,873 shares

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

  7. period ended2024-12-31
    13F/A 88,505 shares
    Change vs previous 13F -53,536 shares

    <0.01% of the 13F portfolio, value $935,515.

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

    • Focus Partners Wealth: 66,206 shares
    • Focus Partners Advisor Solutions, LLC: 22,299 shares

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

  8. period ended2024-09-30
    13F 142,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,171,851.

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

    • Focus Partners Wealth: 97,570 shares
    • Focus Partners Advisor Solutions, LLC: 44,471 shares

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