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Focus Partners Wealth: WEC position timeline

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

Focus Partners Wealth held 49,173 WEC 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 49,173 shares
    Change vs previous 13F +7,737 shares

    0.01% of the 13F portfolio, value $5,741,506.

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

    • Focus Partners Wealth: 45,972 shares
    • Focus Partners Advisor Solutions, LLC: 3,201 shares

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

  2. period ended2026-03-31
    13F 41,436 shares
    Change vs previous 13F -8,026 shares

    0.01% of the 13F portfolio, value $4,797,105.

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

    • Focus Partners Wealth: 41,436 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 49,462 shares
    Change vs previous 13F +2,624 shares

    0.01% of the 13F portfolio, value $5,216,325.

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

    • Focus Partners Wealth: 46,123 shares
    • Focus Partners Advisor Solutions, LLC: 3,339 shares

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

  4. period ended2025-09-30
    13F 46,838 shares
    Change vs previous 13F +16,420 shares

    0.01% of the 13F portfolio, value $5,321,095.

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

    • Focus Partners Wealth: 41,408 shares
    • Focus Partners Advisor Solutions, LLC: 5,430 shares

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

  5. period ended2025-06-30
    13F 30,418 shares
    Change vs previous 13F +8,490 shares

    0.01% of the 13F portfolio, value $3,169,668.

    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 21,928 shares
    Change vs previous 13F -14,693 shares

    0.01% of the 13F portfolio, value $2,389,854.

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

    • Focus Partners Wealth: 21,928 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 36,621 shares
    Change vs previous 13F +10,549 shares

    0.01% of the 13F portfolio, value $3,443,969.

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

    • Focus Partners Wealth: 31,941 shares
    • Focus Partners Advisor Solutions, LLC: 4,680 shares

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

  8. period ended2024-09-30
    13F 26,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,508,925.

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

    • Focus Partners Wealth: 22,822 shares
    • Focus Partners Advisor Solutions, LLC: 3,250 shares

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