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Focus Partners Wealth: WPM position timeline

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

Focus Partners Wealth held 82,031 WPM 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 82,031 shares
    Change vs previous 13F +1,086 shares

    0.01% of the 13F portfolio, value $9,213,861.

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

    • Focus Partners Wealth: 61,951 shares
    • Focus Partners Advisor Solutions, LLC: 20,080 shares

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

  2. period ended2026-03-31
    13F 80,945 shares
    Change vs previous 13F +2,357 shares

    0.01% of the 13F portfolio, value $10,604,743.

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

    • Focus Partners Wealth: 61,369 shares
    • Focus Partners Advisor Solutions, LLC: 19,576 shares

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

  3. period ended2025-12-31
    13F 78,588 shares
    Change vs previous 13F +40,333 shares

    0.01% of the 13F portfolio, value $9,220,074.

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

    • Focus Partners Wealth: 58,875 shares
    • Focus Partners Advisor Solutions, LLC: 19,713 shares

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

  4. period ended2025-09-30
    13F 38,255 shares
    Change vs previous 13F +4,934 shares

    0.01% of the 13F portfolio, value $4,133,631.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,794 shares
    • Focus Partners Advisor Solutions, LLC: 25,461 shares

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

  5. period ended2025-06-30
    13F 33,321 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $2,992,252.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,943 shares
    • Focus Partners Advisor Solutions, LLC: 21,378 shares

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

  6. period ended2025-03-31
    13F/A 33,116 shares
    Change vs previous 13F +10,225 shares

    0.01% of the 13F portfolio, value $2,570,796.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,223 shares
    • Focus Partners Advisor Solutions, LLC: 21,893 shares

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

  7. period ended2024-12-31
    13F/A 22,891 shares
    Change vs previous 13F +2,964 shares

    <0.01% of the 13F portfolio, value $1,287,391.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,352 shares
    • Focus Partners Advisor Solutions, LLC: 12,539 shares

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

  8. period ended2024-09-30
    13F 19,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,217,141.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,507 shares
    • Focus Partners Advisor Solutions, LLC: 12,420 shares

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