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Disclosery

Focus Partners Wealth: WSO position timeline

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

Focus Partners Wealth held 5,683 WSO 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 5,683 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $2,368,646.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 5,429 shares
    Change vs previous 13F -3,050 shares

    <0.01% of the 13F portfolio, value $1,975,250.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 8,479 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $2,857,506.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 8,643 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $3,494,575.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 8,774 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $3,874,777.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 8,524 shares
    Change vs previous 13F +702 shares

    0.01% of the 13F portfolio, value $4,333,285.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 7,822 shares
    Change vs previous 13F +2,610 shares

    0.01% of the 13F portfolio, value $3,706,864.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 5,212 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,563,947.

    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).