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Focus Partners Wealth: WFC position timeline

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

Focus Partners Wealth held 902,822 WFC 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 902,822 shares
    Change vs previous 13F +120,636 shares

    0.07% of the 13F portfolio, value $74,609,165.

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

    • Focus Partners Wealth: 833,739 shares
    • Focus Partners Advisor Solutions, LLC: 69,083 shares

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

  2. period ended2026-03-31
    13F 782,186 shares
    Change vs previous 13F -38,836 shares

    0.06% of the 13F portfolio, value $62,308,438.

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

    • Focus Partners Wealth: 725,628 shares
    • Focus Partners Advisor Solutions, LLC: 56,558 shares

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

  3. period ended2025-12-31
    13F 821,022 shares
    Change vs previous 13F +275,299 shares

    0.08% of the 13F portfolio, value $74,247,521.

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

    • Focus Partners Wealth: 770,399 shares
    • Focus Partners Advisor Solutions, LLC: 50,623 shares

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

  4. period ended2025-09-30
    13F 545,723 shares
    Change vs previous 13F +249,551 shares

    0.06% of the 13F portfolio, value $45,849,695.

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

    • Focus Partners Wealth: 486,727 shares
    • Focus Partners Advisor Solutions, LLC: 58,996 shares

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

  5. period ended2025-06-30
    13F 296,172 shares
    Change vs previous 13F +46,373 shares

    0.04% of the 13F portfolio, value $23,715,501.

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

    • Focus Partners Wealth: 249,655 shares
    • Focus Partners Advisor Solutions, LLC: 46,517 shares

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

  6. period ended2025-03-31
    13F/A 249,799 shares
    Change vs previous 13F -2,307 shares

    0.04% of the 13F portfolio, value $17,907,749.

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

    • Focus Partners Wealth: 198,937 shares
    • Focus Partners Advisor Solutions, LLC: 50,862 shares

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

  7. period ended2024-12-31
    13F/A 252,106 shares
    Change vs previous 13F +3,781 shares

    0.04% of the 13F portfolio, value $17,700,803.

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

    • Focus Partners Wealth: 203,056 shares
    • Focus Partners Advisor Solutions, LLC: 49,050 shares

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

  8. period ended2024-09-30
    13F 248,325 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,022,563.

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

    • Focus Partners Wealth: 203,652 shares
    • Focus Partners Advisor Solutions, LLC: 44,673 shares

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