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Disclosery

Focus Partners Wealth: XTWO position timeline

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

Focus Partners Wealth held 306,881 XTWO 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 306,881 shares
    Change vs previous 13F -4,552 shares

    0.02% of the 13F portfolio, value $15,021,855.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 311,433 shares
    Change vs previous 13F +1,770 shares

    0.02% of the 13F portfolio, value $15,351,705.

    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 309,663 shares
    Change vs previous 13F +3,631 shares

    0.02% of the 13F portfolio, value $15,366,646.

    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 ended2025-09-30
    13F 306,032 shares
    Change vs previous 13F +1,940 shares

    0.02% of the 13F portfolio, value $15,168,270.

    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 304,092 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $15,066,095.

    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 304,532 shares
    Change vs previous 13F -7,306 shares

    0.04% of the 13F portfolio, value $15,065,770.

    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 311,838 shares
    Change vs previous 13F +205,265 shares

    0.04% of the 13F portfolio, value $15,354,587.

    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 106,573 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $27,462,796.

    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).