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Focus Partners Wealth: XLF position timeline

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

Focus Partners Wealth held 9,817,425 XLF 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 9,817,425 shares
    Change vs previous 13F +1,416,022 shares

    0.48% of the 13F portfolio, value $526,312,178.

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

    • Focus Partners Wealth: 9,780,436 shares
    • Focus Partners Advisor Solutions, LLC: 36,989 shares

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

  2. period ended2026-03-31
    13F 8,401,403 shares
    Change vs previous 13F -4,004,946 shares

    0.42% of the 13F portfolio, value $414,777,220.

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

    • Focus Partners Wealth: 8,365,717 shares
    • Focus Partners Advisor Solutions, LLC: 35,686 shares

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

  3. period ended2025-12-31
    13F 12,406,349 shares
    Change vs previous 13F +1,383,405 shares

    0.71% of the 13F portfolio, value $679,495,888.

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

    • Focus Partners Wealth: 12,376,864 shares
    • Focus Partners Advisor Solutions, LLC: 29,485 shares

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

  4. period ended2025-09-30
    13F 11,022,944 shares
    Change vs previous 13F +10,103,245 shares

    0.84% of the 13F portfolio, value $593,782,970.

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

    • Focus Partners Wealth: 10,987,886 shares
    • Focus Partners Advisor Solutions, LLC: 35,058 shares

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

  5. period ended2025-06-30
    13F 919,699 shares
    Change vs previous 13F +314,109 shares

    0.09% of the 13F portfolio, value $48,164,664.

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

    • Focus Partners Wealth: 892,872 shares
    • Focus Partners Advisor Solutions, LLC: 26,827 shares

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

  6. period ended2025-03-31
    13F/A 605,590 shares
    Change vs previous 13F -8,555 shares

    0.06% of the 13F portfolio, value $30,142,061.

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

    • Focus Partners Wealth: 570,398 shares
    • Focus Partners Advisor Solutions, LLC: 35,192 shares

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

  7. period ended2024-12-31
    13F/A 614,145 shares
    Change vs previous 13F +294,148 shares

    0.07% of the 13F portfolio, value $29,681,766.

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

    • Focus Partners Wealth: 582,259 shares
    • Focus Partners Advisor Solutions, LLC: 31,886 shares

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

  8. period ended2024-09-30
    13F 319,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,502,291.

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

    • Focus Partners Wealth: 297,284 shares
    • Focus Partners Advisor Solutions, LLC: 22,713 shares

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