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Disclosery

Focus Partners Wealth: WDC position timeline

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

Focus Partners Wealth held 128,032 WDC 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 128,032 shares
    Change vs previous 13F -8,630 shares

    0.07% of the 13F portfolio, value $81,775,540.

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

    • Focus Partners Wealth: 115,027 shares
    • Focus Partners Advisor Solutions, LLC: 13,005 shares

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

  2. period ended2026-03-31
    13F 136,662 shares
    Change vs previous 13F +72,881 shares

    0.04% of the 13F portfolio, value $37,245,243.

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

    • Focus Partners Wealth: 117,137 shares
    • Focus Partners Advisor Solutions, LLC: 19,525 shares

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

  3. period ended2025-12-31
    13F 63,781 shares
    Change vs previous 13F +29,648 shares

    0.01% of the 13F portfolio, value $10,987,780.

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

    • Focus Partners Wealth: 46,109 shares
    • Focus Partners Advisor Solutions, LLC: 17,672 shares

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

  4. period ended2025-09-30
    13F 34,133 shares
    Change vs previous 13F +7,152 shares

    0.01% of the 13F portfolio, value $4,400,469.

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

    • Focus Partners Wealth: 23,863 shares
    • Focus Partners Advisor Solutions, LLC: 10,270 shares

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

  5. period ended2025-06-30
    13F 26,981 shares
    Change vs previous 13F +26,981 shares

    <0.01% of the 13F portfolio, value $1,726,328.

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

    • Focus Partners Wealth: 17,321 shares
    • Focus Partners Advisor Solutions, LLC: 9,660 shares

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

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -8,743 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 8,743 shares
    Change vs previous 13F +4,412 shares

    <0.01% of the 13F portfolio, value $521,344.

    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 4,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,764.

    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).