Skip to content
Disclosery

Focus Partners Wealth: XLC position timeline

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

Focus Partners Wealth held 3,935,973 XLC 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 3,935,973 shares
    Change vs previous 13F -928,072 shares

    0.39% of the 13F portfolio, value $421,660,946.

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

    • Focus Partners Wealth: 3,930,797 shares
    • Focus Partners Advisor Solutions, LLC: 5,176 shares

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

  2. period ended2026-03-31
    13F 4,864,045 shares
    Change vs previous 13F -78,703 shares

    0.54% of the 13F portfolio, value $539,228,117.

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

    • Focus Partners Wealth: 4,858,161 shares
    • Focus Partners Advisor Solutions, LLC: 5,884 shares

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

  3. period ended2025-12-31
    13F 4,942,748 shares
    Change vs previous 13F -5,812 shares

    0.61% of the 13F portfolio, value $581,860,816.

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

    • Focus Partners Wealth: 4,938,294 shares
    • Focus Partners Advisor Solutions, LLC: 4,454 shares

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

  4. period ended2025-09-30
    13F 4,948,560 shares
    Change vs previous 13F +4,582,383 shares

    0.83% of the 13F portfolio, value $585,757,600.

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

    • Focus Partners Wealth: 4,942,628 shares
    • Focus Partners Advisor Solutions, LLC: 5,932 shares

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

  5. period ended2025-06-30
    13F 366,177 shares
    Change vs previous 13F +116,737 shares

    0.07% of the 13F portfolio, value $39,741,368.

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

    • Focus Partners Wealth: 361,855 shares
    • Focus Partners Advisor Solutions, LLC: 4,322 shares

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

  6. period ended2025-03-31
    13F/A 249,440 shares
    Change vs previous 13F -69,087 shares

    0.05% of the 13F portfolio, value $24,058,647.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 243,459 shares
    • Focus Partners Advisor Solutions, LLC: 5,981 shares

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

  7. period ended2024-12-31
    13F/A 318,527 shares
    Change vs previous 13F +115,435 shares

    0.07% of the 13F portfolio, value $30,836,641.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 312,286 shares
    • Focus Partners Advisor Solutions, LLC: 6,241 shares

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

  8. period ended2024-09-30
    13F 203,092 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,359,642.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 199,589 shares
    • Focus Partners Advisor Solutions, LLC: 3,503 shares

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