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Focus Partners Wealth: WTW position timeline

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

Focus Partners Wealth held 26,793 WTW 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 26,793 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $7,005,187.

    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 26,671 shares
    Change vs previous 13F +4,945 shares

    0.01% of the 13F portfolio, value $7,743,355.

    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 21,726 shares
    Change vs previous 13F +20,978 shares

    0.01% of the 13F portfolio, value $7,140,721.

    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 748 shares
    Change vs previous 13F -2,099 shares

    <0.01% of the 13F portfolio, value $258,505.

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

    • Focus Partners Wealth: 748 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 2,847 shares
    Change vs previous 13F +365 shares

    <0.01% of the 13F portfolio, value $872,124.

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

    • Focus Partners Wealth: 1,708 shares
    • Focus Partners Advisor Solutions, LLC: 1,139 shares

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

  6. period ended2025-03-31
    13F/A 2,482 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $839,030.

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

    • Focus Partners Wealth: 1,752 shares
    • Focus Partners Advisor Solutions, LLC: 730 shares

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

  7. period ended2024-12-31
    13F/A 1,984 shares
    Change vs previous 13F +460 shares

    <0.01% of the 13F portfolio, value $621,385.

    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 1,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,745.

    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).