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Disclosery

Focus Partners Wealth: WTM position timeline

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

Focus Partners Wealth held 1,553 WTM 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 1,553 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $3,219,979.

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

    • Focus Partners Wealth: 1,553 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 1,228 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $4,033,635.

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

    • Focus Partners Wealth: 1,129 shares
    • Focus Partners Advisor Solutions, LLC: 99 shares

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

  3. period ended2025-12-31
    13F 1,610 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $3,098,471.

    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 1,353 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $2,261,568.

    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 1,596 shares
    Change vs previous 13F +249 shares

    0.01% of the 13F portfolio, value $2,865,970.

    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 1,347 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $2,594,067.

    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 1,388 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $2,699,743.

    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 1,373 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,328,883.

    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).