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Focus Partners Wealth: WSBC position timeline

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

Focus Partners Wealth held 18,841 WSBC 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 18,841 shares
    Change vs previous 13F -9,413 shares

    <0.01% of the 13F portfolio, value $735,422.

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

    • Focus Partners Wealth: 13,458 shares
    • Focus Partners Advisor Solutions, LLC: 5,383 shares

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

  2. period ended2026-03-31
    13F 28,254 shares
    Change vs previous 13F +6,158 shares

    <0.01% of the 13F portfolio, value $974,810.

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

    • Focus Partners Wealth: 21,819 shares
    • Focus Partners Advisor Solutions, LLC: 6,435 shares

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

  3. period ended2025-12-31
    13F 22,096 shares
    Change vs previous 13F +7,387 shares

    <0.01% of the 13F portfolio, value $734,988.

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

    • Focus Partners Wealth: 15,783 shares
    • Focus Partners Advisor Solutions, LLC: 6,313 shares

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

  4. period ended2025-09-30
    13F 14,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $466,337.

    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: 7,098 shares
    • Focus Partners Advisor Solutions, LLC: 7,611 shares

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