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Disclosery

Focus Partners Wealth: WM position timeline

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

Focus Partners Wealth held 510,299 WM 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 510,299 shares
    Change vs previous 13F -9,277 shares

    0.1% of the 13F portfolio, value $113,735,513.

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

    • Focus Partners Wealth: 506,105 shares
    • Focus Partners Advisor Solutions, LLC: 4,194 shares

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

  2. period ended2026-03-31
    13F 519,576 shares
    Change vs previous 13F +93,576 shares

    0.12% of the 13F portfolio, value $119,373,114.

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

    • Focus Partners Wealth: 506,019 shares
    • Focus Partners Advisor Solutions, LLC: 13,557 shares

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

  3. period ended2025-12-31
    13F 426,000 shares
    Change vs previous 13F +221,768 shares

    0.1% of the 13F portfolio, value $93,596,399.

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

    • Focus Partners Wealth: 412,561 shares
    • Focus Partners Advisor Solutions, LLC: 13,439 shares

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

  4. period ended2025-09-30
    13F 204,232 shares
    Change vs previous 13F -4,742 shares

    0.06% of the 13F portfolio, value $45,024,141.

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

    • Focus Partners Wealth: 192,299 shares
    • Focus Partners Advisor Solutions, LLC: 11,933 shares

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

  5. period ended2025-06-30
    13F 208,974 shares
    Change vs previous 13F -821 shares

    0.09% of the 13F portfolio, value $48,046,179.

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

    • Focus Partners Wealth: 195,725 shares
    • Focus Partners Advisor Solutions, LLC: 13,249 shares

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

  6. period ended2025-03-31
    13F/A 209,795 shares
    Change vs previous 13F +1,781 shares

    0.1% of the 13F portfolio, value $48,570,214.

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

    • Focus Partners Wealth: 196,495 shares
    • Focus Partners Advisor Solutions, LLC: 13,300 shares

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

  7. period ended2024-12-31
    13F/A 208,014 shares
    Change vs previous 13F +146,104 shares

    0.09% of the 13F portfolio, value $41,975,128.

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

    • Focus Partners Wealth: 195,529 shares
    • Focus Partners Advisor Solutions, LLC: 12,485 shares

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

  8. period ended2024-09-30
    13F 61,910 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,852,786.

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

    • Focus Partners Wealth: 52,329 shares
    • Focus Partners Advisor Solutions, LLC: 9,581 shares

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