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Focus Partners Wealth: XLP position timeline

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

Focus Partners Wealth held 105,824 XLP 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 105,824 shares
    Change vs previous 13F +13,966 shares

    0.01% of the 13F portfolio, value $8,790,880.

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

    • Focus Partners Wealth: 99,215 shares
    • Focus Partners Advisor Solutions, LLC: 6,609 shares

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

  2. period ended2026-03-31
    13F 91,858 shares
    Change vs previous 13F -21,331 shares

    0.01% of the 13F portfolio, value $7,530,502.

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

    • Focus Partners Wealth: 85,551 shares
    • Focus Partners Advisor Solutions, LLC: 6,307 shares

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

  3. period ended2025-12-31
    13F 113,189 shares
    Change vs previous 13F +25,776 shares

    0.01% of the 13F portfolio, value $8,794,121.

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

    • Focus Partners Wealth: 106,552 shares
    • Focus Partners Advisor Solutions, LLC: 6,637 shares

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

  4. period ended2025-09-30
    13F 87,413 shares
    Change vs previous 13F +10,483 shares

    0.01% of the 13F portfolio, value $6,845,172.

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

    • Focus Partners Wealth: 80,546 shares
    • Focus Partners Advisor Solutions, LLC: 6,867 shares

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

  5. period ended2025-06-30
    13F 76,930 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $6,229,072.

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

    • Focus Partners Wealth: 70,660 shares
    • Focus Partners Advisor Solutions, LLC: 6,270 shares

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

  6. period ended2025-03-31
    13F/A 76,728 shares
    Change vs previous 13F -81,083 shares

    0.01% of the 13F portfolio, value $6,266,513.

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

    • Focus Partners Wealth: 69,888 shares
    • Focus Partners Advisor Solutions, LLC: 6,840 shares

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

  7. period ended2024-12-31
    13F/A 157,811 shares
    Change vs previous 13F +46,382 shares

    0.03% of the 13F portfolio, value $12,405,653.

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

    • Focus Partners Wealth: 152,791 shares
    • Focus Partners Advisor Solutions, LLC: 5,020 shares

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

  8. period ended2024-09-30
    13F 111,429 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,248,648.

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

    • Focus Partners Wealth: 106,827 shares
    • Focus Partners Advisor Solutions, LLC: 4,602 shares

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