Skip to content
Disclosery

Focus Partners Wealth: XT position timeline

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

Focus Partners Wealth held 16,597 XT 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 16,597 shares
    Change vs previous 13F +5,580 shares

    <0.01% of the 13F portfolio, value $1,371,485.

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

    • Focus Partners Wealth: 13,436 shares
    • Focus Partners Advisor Solutions, LLC: 3,161 shares

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

  2. period ended2026-03-31
    13F 11,017 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $750,851.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 11,047 shares
    Change vs previous 13F -2,984 shares

    <0.01% of the 13F portfolio, value $770,469.

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

    • Focus Partners Wealth: 11,047 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 14,031 shares
    Change vs previous 13F +2,230 shares

    <0.01% of the 13F portfolio, value $1,019,041.

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

    • Focus Partners Wealth: 10,543 shares
    • Focus Partners Advisor Solutions, LLC: 3,488 shares

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

  5. period ended2025-06-30
    13F 11,801 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $770,044.

    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 12,043 shares
    Change vs previous 13F -2,069 shares

    <0.01% of the 13F portfolio, value $693,202.

    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 14,112 shares
    Change vs previous 13F +1,376 shares

    <0.01% of the 13F portfolio, value $841,929.

    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 12,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $782,112.

    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).