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Focus Partners Wealth: WPC position timeline

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

Focus Partners Wealth held 225,121 WPC 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 225,121 shares
    Change vs previous 13F +2,717 shares

    0.01% of the 13F portfolio, value $16,097,485.

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

    • Focus Partners Wealth: 218,886 shares
    • Focus Partners Advisor Solutions, LLC: 6,235 shares

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

  2. period ended2026-03-31
    13F 222,404 shares
    Change vs previous 13F -7,688 shares

    0.02% of the 13F portfolio, value $15,116,349.

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

    • Focus Partners Wealth: 208,143 shares
    • Focus Partners Advisor Solutions, LLC: 14,261 shares

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

  3. period ended2025-12-31
    13F 230,092 shares
    Change vs previous 13F +136,832 shares

    0.02% of the 13F portfolio, value $14,811,193.

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

    • Focus Partners Wealth: 219,935 shares
    • Focus Partners Advisor Solutions, LLC: 10,157 shares

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

  4. period ended2025-09-30
    13F 93,260 shares
    Change vs previous 13F +11,303 shares

    0.01% of the 13F portfolio, value $6,287,271.

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

    • Focus Partners Wealth: 69,048 shares
    • Focus Partners Advisor Solutions, LLC: 24,212 shares

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

  5. period ended2025-06-30
    13F 81,957 shares
    Change vs previous 13F +7,512 shares

    0.01% of the 13F portfolio, value $5,115,255.

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

    • Focus Partners Wealth: 69,276 shares
    • Focus Partners Advisor Solutions, LLC: 12,681 shares

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

  6. period ended2025-03-31
    13F/A 74,445 shares
    Change vs previous 13F -15,946 shares

    0.01% of the 13F portfolio, value $4,700,961.

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

    • Focus Partners Wealth: 64,376 shares
    • Focus Partners Advisor Solutions, LLC: 10,069 shares

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

  7. period ended2024-12-31
    13F/A 90,391 shares
    Change vs previous 13F -13,223 shares

    0.01% of the 13F portfolio, value $4,926,995.

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

    • Focus Partners Wealth: 84,238 shares
    • Focus Partners Advisor Solutions, LLC: 6,153 shares

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

  8. period ended2024-09-30
    13F 103,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,455,178.

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

    • Focus Partners Wealth: 95,581 shares
    • Focus Partners Advisor Solutions, LLC: 8,033 shares

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