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Focus Partners Wealth: WY position timeline

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

Focus Partners Wealth held 45,622 WY 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 45,622 shares
    Change vs previous 13F -8,824 shares

    <0.01% of the 13F portfolio, value $1,092,201.

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

    • Focus Partners Wealth: 45,622 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 54,446 shares
    Change vs previous 13F -3,020 shares

    <0.01% of the 13F portfolio, value $1,330,120.

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

    • Focus Partners Wealth: 44,729 shares
    • Focus Partners Advisor Solutions, LLC: 9,717 shares

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

  3. period ended2025-12-31
    13F 57,466 shares
    Change vs previous 13F +12,171 shares

    <0.01% of the 13F portfolio, value $1,365,316.

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

    • Focus Partners Wealth: 48,171 shares
    • Focus Partners Advisor Solutions, LLC: 9,295 shares

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

  4. period ended2025-09-30
    13F 45,295 shares
    Change vs previous 13F +9,065 shares

    <0.01% of the 13F portfolio, value $1,090,816.

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

    • Focus Partners Wealth: 33,418 shares
    • Focus Partners Advisor Solutions, LLC: 11,877 shares

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

  5. period ended2025-06-30
    13F 36,230 shares
    Change vs previous 13F -3,991 shares

    <0.01% of the 13F portfolio, value $930,761.

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

    • Focus Partners Wealth: 36,230 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 40,221 shares
    Change vs previous 13F +1,923 shares

    <0.01% of the 13F portfolio, value $1,177,725.

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

    • Focus Partners Wealth: 32,175 shares
    • Focus Partners Advisor Solutions, LLC: 8,046 shares

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

  7. period ended2024-12-31
    13F/A 38,298 shares
    Change vs previous 13F +5,089 shares

    <0.01% of the 13F portfolio, value $1,078,132.

    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 33,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,124,464.

    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).