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Focus Partners Wealth: XAR position timeline

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

Focus Partners Wealth held 51,938 XAR 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 51,938 shares
    Change vs previous 13F +1,191 shares

    0.01% of the 13F portfolio, value $14,740,101.

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

    • Focus Partners Wealth: 48,491 shares
    • Focus Partners Advisor Solutions, LLC: 3,447 shares

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

  2. period ended2026-03-31
    13F 50,747 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $12,889,045.

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

    • Focus Partners Wealth: 48,205 shares
    • Focus Partners Advisor Solutions, LLC: 2,542 shares

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

  3. period ended2025-12-31
    13F 51,061 shares
    Change vs previous 13F +5,448 shares

    0.01% of the 13F portfolio, value $12,318,094.

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

    • Focus Partners Wealth: 49,037 shares
    • Focus Partners Advisor Solutions, LLC: 2,024 shares

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

  4. period ended2025-09-30
    13F 45,613 shares
    Change vs previous 13F -869 shares

    0.02% of the 13F portfolio, value $10,718,066.

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

    • Focus Partners Wealth: 44,645 shares
    • Focus Partners Advisor Solutions, LLC: 968 shares

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

  5. period ended2025-06-30
    13F 46,482 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $9,805,207.

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

    • Focus Partners Wealth: 45,345 shares
    • Focus Partners Advisor Solutions, LLC: 1,137 shares

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

  6. period ended2025-03-31
    13F/A 46,414 shares
    Change vs previous 13F -43,810 shares

    0.02% of the 13F portfolio, value $7,458,282.

    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 90,224 shares
    Change vs previous 13F +88,570 shares

    0.04% of the 13F portfolio, value $14,961,295.

    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 1,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,327.

    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).