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Disclosery

Focus Partners Wealth: XSOE position timeline

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

Focus Partners Wealth held 171,889 XSOE 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 171,889 shares
    Change vs previous 13F -5,677 shares

    0.01% of the 13F portfolio, value $8,453,536.

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

    • Focus Partners Wealth: 157,261 shares
    • Focus Partners Advisor Solutions, LLC: 14,628 shares

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

  2. period ended2026-03-31
    13F 177,566 shares
    Change vs previous 13F -14,190 shares

    0.01% of the 13F portfolio, value $7,120,444.

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

    • Focus Partners Wealth: 163,047 shares
    • Focus Partners Advisor Solutions, LLC: 14,519 shares

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

  3. period ended2025-12-31
    13F 191,756 shares
    Change vs previous 13F +9,576 shares

    0.01% of the 13F portfolio, value $7,482,355.

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

    • Focus Partners Wealth: 175,970 shares
    • Focus Partners Advisor Solutions, LLC: 15,786 shares

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

  4. period ended2025-09-30
    13F 182,180 shares
    Change vs previous 13F -5,757 shares

    0.01% of the 13F portfolio, value $6,911,921.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 187,937 shares
    Change vs previous 13F -10,207 shares

    0.01% of the 13F portfolio, value $6,480,051.

    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).

  6. period ended2025-03-31
    13F/A 198,144 shares
    Change vs previous 13F -10,568 shares

    0.02% of the 13F portfolio, value $6,116,702.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 208,712 shares
    Change vs previous 13F -5,612 shares

    0.02% of the 13F portfolio, value $6,361,546.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 214,324 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,079,121.

    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).