Skip to content
Disclosery

Focus Partners Wealth: XLU position timeline

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

Focus Partners Wealth held 2,347,691 XLU 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 2,347,691 shares
    Change vs previous 13F -1,611,922 shares

    0.1% of the 13F portfolio, value $106,444,419.

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

    • Focus Partners Wealth: 2,337,916 shares
    • Focus Partners Advisor Solutions, LLC: 9,775 shares

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

  2. period ended2026-03-31
    13F 3,959,613 shares
    Change vs previous 13F +1,501,577 shares

    0.18% of the 13F portfolio, value $181,706,680.

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

    • Focus Partners Wealth: 3,952,034 shares
    • Focus Partners Advisor Solutions, LLC: 7,579 shares

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

  3. period ended2025-12-31
    13F 2,458,036 shares
    Change vs previous 13F +1,200,380 shares

    0.11% of the 13F portfolio, value $104,933,644.

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

    • Focus Partners Wealth: 2,447,759 shares
    • Focus Partners Advisor Solutions, LLC: 10,277 shares

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

  4. period ended2025-09-30
    13F 1,257,656 shares
    Change vs previous 13F +1,051,506 shares

    0.15% of the 13F portfolio, value $109,684,985.

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

    • Focus Partners Wealth: 1,253,772 shares
    • Focus Partners Advisor Solutions, LLC: 3,884 shares

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

  5. period ended2025-06-30
    13F 206,150 shares
    Change vs previous 13F +14,844 shares

    0.03% of the 13F portfolio, value $16,834,216.

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

    • Focus Partners Wealth: 203,011 shares
    • Focus Partners Advisor Solutions, LLC: 3,139 shares

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

  6. period ended2025-03-31
    13F/A 191,306 shares
    Change vs previous 13F +16,080 shares

    0.03% of the 13F portfolio, value $15,084,726.

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

    • Focus Partners Wealth: 187,989 shares
    • Focus Partners Advisor Solutions, LLC: 3,317 shares

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

  7. period ended2024-12-31
    13F/A 175,226 shares
    Change vs previous 13F +141,129 shares

    0.03% of the 13F portfolio, value $13,263,005.

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

    • Focus Partners Wealth: 172,501 shares
    • Focus Partners Advisor Solutions, LLC: 2,725 shares

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

  8. period ended2024-09-30
    13F 34,097 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,754,502.

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

    • Focus Partners Wealth: 31,378 shares
    • Focus Partners Advisor Solutions, LLC: 2,719 shares

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