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Disclosery

Focus Partners Wealth: XBI position timeline

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

Focus Partners Wealth held 89,522 XBI 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 89,522 shares
    Change vs previous 13F -6,980 shares

    0.01% of the 13F portfolio, value $14,166,947.

    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 96,502 shares
    Change vs previous 13F +1,939 shares

    0.01% of the 13F portfolio, value $12,343,547.

    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 94,563 shares
    Change vs previous 13F +64,284 shares

    0.01% of the 13F portfolio, value $11,360,724.

    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 30,279 shares
    Change vs previous 13F -415 shares

    <0.01% of the 13F portfolio, value $3,044,570.

    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 30,694 shares
    Change vs previous 13F -2,264 shares

    0.01% of the 13F portfolio, value $2,545,514.

    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 32,958 shares
    Change vs previous 13F -5,161 shares

    0.01% of the 13F portfolio, value $2,673,013.

    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 38,119 shares
    Change vs previous 13F +11,572 shares

    0.01% of the 13F portfolio, value $3,433,142.

    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 26,547 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,602,638.

    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).