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Disclosery

Focus Partners Wealth: WH position timeline

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

Focus Partners Wealth held 58,345 WH 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 58,345 shares
    Change vs previous 13F +15,043 shares

    0.01% of the 13F portfolio, value $4,913,267.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 43,302 shares
    Change vs previous 13F -13,422 shares

    <0.01% of the 13F portfolio, value $3,517,453.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 56,724 shares
    Change vs previous 13F -1,100 shares

    <0.01% of the 13F portfolio, value $4,290,809.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 57,824 shares
    Change vs previous 13F -3,316 shares

    0.01% of the 13F portfolio, value $4,614,456.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 61,140 shares
    Change vs previous 13F +611 shares

    0.01% of the 13F portfolio, value $4,965,199.

    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 60,529 shares
    Change vs previous 13F +971 shares

    0.01% of the 13F portfolio, value $5,478,646.

    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).

  7. period ended2024-12-31
    13F/A 59,558 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $6,002,917.

    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 59,213 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,626,972.

    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).