Skip to content
Disclosery

Focus Partners Wealth: XEXGX position timeline

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

Focus Partners Wealth held 119,926 XEXGX 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 119,926 shares
    Change vs previous 13F +39,976 shares

    <0.01% of the 13F portfolio, value $1,176,485.

    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 79,950 shares
    Change vs previous 13F -36,735 shares

    <0.01% of the 13F portfolio, value $1,014,090.

    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 116,685 shares
    Change vs previous 13F +18,341 shares

    <0.01% of the 13F portfolio, value $1,096,086.

    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 98,344 shares
    Change vs previous 13F +29,930 shares

    <0.01% of the 13F portfolio, value $898,261.

    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 68,414 shares
    Change vs previous 13F +27,871 shares

    <0.01% of the 13F portfolio, value $598,619.

    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 40,543 shares
    Change vs previous 13F -30,811 shares

    <0.01% of the 13F portfolio, value $330,018.

    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 71,354 shares
    Change vs previous 13F +6,735 shares

    <0.01% of the 13F portfolio, value $582,962.

    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 64,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $563,478.

    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).