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Focus Partners Wealth: XNEAX position timeline

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

Focus Partners Wealth held 65,951 XNEAX 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 65,951 shares
    Change vs previous 13F -4,892 shares

    <0.01% of the 13F portfolio, value $774,648.

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

    • Focus Partners Wealth: 51,332 shares
    • Focus Partners Advisor Solutions, LLC: 14,619 shares

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

  2. period ended2026-03-31
    13F 70,843 shares
    Change vs previous 13F +19,524 shares

    <0.01% of the 13F portfolio, value $795,841.

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

    • Focus Partners Wealth: 49,768 shares
    • Focus Partners Advisor Solutions, LLC: 21,075 shares

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

  3. period ended2025-12-31
    13F 51,319 shares
    Change vs previous 13F +51,319 shares

    <0.01% of the 13F portfolio, value $596,845.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -21,628 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F/A 21,628 shares
    Change vs previous 13F -181,275 shares

    <0.01% of the 13F portfolio, value $242,234.

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

    • Focus Partners Wealth: 21,628 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2024-12-31
    13F/A 202,903 shares
    Change vs previous 13F +187,439 shares

    0.01% of the 13F portfolio, value $2,288,747.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,934 shares
    • Focus Partners Advisor Solutions, LLC: 179,969 shares

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

  7. period ended2024-09-30
    13F 15,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,107.

    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).