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Disclosery

Focus Partners Wealth: XCEM position timeline

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

Focus Partners Wealth held 203,884 XCEM 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 203,884 shares
    Change vs previous 13F +13,049 shares

    0.01% of the 13F portfolio, value $10,781,397.

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

    • Focus Partners Wealth: 199,307 shares
    • Focus Partners Advisor Solutions, LLC: 4,577 shares

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

  2. period ended2026-03-31
    13F 190,835 shares
    Change vs previous 13F +643 shares

    0.01% of the 13F portfolio, value $7,788,013.

    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 190,192 shares
    Change vs previous 13F -2,210 shares

    0.01% of the 13F portfolio, value $7,295,772.

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

    • Focus Partners Wealth: 190,192 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 192,402 shares
    Change vs previous 13F +5,808 shares

    0.01% of the 13F portfolio, value $7,003,080.

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

    • Focus Partners Wealth: 186,594 shares
    • Focus Partners Advisor Solutions, LLC: 5,808 shares

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

  5. period ended2025-06-30
    13F 186,594 shares
    Change vs previous 13F +9,366 shares

    0.01% of the 13F portfolio, value $6,377,773.

    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 177,228 shares
    Change vs previous 13F -3,344 shares

    0.01% of the 13F portfolio, value $5,234,431.

    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 180,572 shares
    Change vs previous 13F +180,572 shares

    0.01% of the 13F portfolio, value $5,344,930.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.