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Focus Partners Wealth: XYZ position timeline

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

Focus Partners Wealth held 43,094 XYZ 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 43,094 shares
    Change vs previous 13F +20,920 shares

    <0.01% of the 13F portfolio, value $3,275,555.

    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 22,174 shares
    Change vs previous 13F +6,140 shares

    <0.01% of the 13F portfolio, value $3,456,331.

    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 16,034 shares
    Change vs previous 13F +4,688 shares

    <0.01% of the 13F portfolio, value $1,074,035.

    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 11,346 shares
    Change vs previous 13F -2,222 shares

    <0.01% of the 13F portfolio, value $819,294.

    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 13,568 shares
    Change vs previous 13F -3,235 shares

    <0.01% of the 13F portfolio, value $921,692.

    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 16,803 shares
    Change vs previous 13F -5,015 shares

    <0.01% of the 13F portfolio, value $907,872.

    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 21,818 shares
    Change vs previous 13F +8,272 shares

    <0.01% of the 13F portfolio, value $1,854,317.

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

    • Focus Partners Wealth: 21,818 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 13,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $909,369.

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

    • Focus Partners Wealth: 10,402 shares
    • Focus Partners Advisor Solutions, LLC: 3,144 shares

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