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Disclosery

Focus Partners Wealth: XJH position timeline

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

Focus Partners Wealth held 15,665 XJH 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 15,665 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $816,949.

    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 16,062 shares
    Change vs previous 13F +424 shares

    <0.01% of the 13F portfolio, value $728,733.

    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 15,638 shares
    Change vs previous 13F -3,961 shares

    <0.01% of the 13F portfolio, value $698,237.

    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 19,599 shares
    Change vs previous 13F +1,659 shares

    <0.01% of the 13F portfolio, value $853,433.

    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 17,940 shares
    Change vs previous 13F +5,777 shares

    <0.01% of the 13F portfolio, value $744,512.

    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 12,163 shares
    Change vs previous 13F -1,238 shares

    <0.01% of the 13F portfolio, value $475,200.

    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 13,401 shares
    Change vs previous 13F +4,501 shares

    <0.01% of the 13F portfolio, value $560,644.

    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 8,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,368.

    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).