Skip to content
Disclosery

Focus Partners Wealth: WIT position timeline

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

Focus Partners Wealth held 90,924 WIT 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 90,924 shares
    Change vs previous 13F +27,460 shares

    <0.01% of the 13F portfolio, value $204,581.

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

    • Focus Partners Wealth: 72,626 shares
    • Focus Partners Advisor Solutions, LLC: 18,298 shares

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

  2. period ended2026-03-31
    13F 63,464 shares
    Change vs previous 13F -48,138 shares

    <0.01% of the 13F portfolio, value $134,544.

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

    • Focus Partners Wealth: 63,464 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 111,602 shares
    Change vs previous 13F +8,802 shares

    <0.01% of the 13F portfolio, value $316,949.

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

    • Focus Partners Wealth: 94,861 shares
    • Focus Partners Advisor Solutions, LLC: 16,741 shares

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

  4. period ended2025-09-30
    13F 102,800 shares
    Change vs previous 13F -10,896 shares

    <0.01% of the 13F portfolio, value $270,331.

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

    • Focus Partners Wealth: 85,618 shares
    • Focus Partners Advisor Solutions, LLC: 17,182 shares

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

  5. period ended2025-06-30
    13F 113,696 shares
    Change vs previous 13F +36,887 shares

    <0.01% of the 13F portfolio, value $343,504.

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

    • Focus Partners Wealth: 95,809 shares
    • Focus Partners Advisor Solutions, LLC: 17,887 shares

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

  6. period ended2025-03-31
    13F/A 76,809 shares
    Change vs previous 13F +8,372 shares

    <0.01% of the 13F portfolio, value $235,035.

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

    • Focus Partners Wealth: 60,556 shares
    • Focus Partners Advisor Solutions, LLC: 16,253 shares

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

  7. period ended2024-12-31
    13F/A 68,437 shares
    Change vs previous 13F +49,510 shares

    <0.01% of the 13F portfolio, value $242,267.

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

    • Focus Partners Wealth: 58,429 shares
    • Focus Partners Advisor Solutions, LLC: 10,008 shares

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

  8. period ended2024-09-30
    13F 18,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $122,644.

    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).