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Focus Partners Wealth: WBS position timeline

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

Focus Partners Wealth held 17,565 WBS 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 17,565 shares
    Change vs previous 13F -7,802 shares

    <0.01% of the 13F portfolio, value $1,342,336.

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

    • Focus Partners Wealth: 17,565 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 25,367 shares
    Change vs previous 13F +12,171 shares

    <0.01% of the 13F portfolio, value $1,760,804.

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

    • Focus Partners Wealth: 18,051 shares
    • Focus Partners Advisor Solutions, LLC: 7,316 shares

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

  3. period ended2025-12-31
    13F 13,196 shares
    Change vs previous 13F -2,712 shares

    <0.01% of the 13F portfolio, value $830,607.

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

    • Focus Partners Wealth: 13,196 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 15,908 shares
    Change vs previous 13F +915 shares

    <0.01% of the 13F portfolio, value $929,226.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,819 shares
    • Focus Partners Advisor Solutions, LLC: 8,089 shares

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

  5. period ended2025-06-30
    13F 14,993 shares
    Change vs previous 13F +5,093 shares

    <0.01% of the 13F portfolio, value $818,715.

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

    • Focus Partners Wealth: 8,235 shares
    • Focus Partners Advisor Solutions, LLC: 6,758 shares

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

  6. period ended2025-03-31
    13F/A 9,900 shares
    Change vs previous 13F +1,232 shares

    <0.01% of the 13F portfolio, value $510,354.

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

    • Focus Partners Wealth: 5,892 shares
    • Focus Partners Advisor Solutions, LLC: 4,008 shares

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

  7. period ended2024-12-31
    13F/A 8,668 shares
    Change vs previous 13F -68,972 shares

    <0.01% of the 13F portfolio, value $478,695.

    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 77,640 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,618,810.

    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).