Focus Partners Wealth SEC EDGAR Filings (CIK 0001542153)

SEC EDGAR filings, ownership reports, and insider transactions for Focus Partners Wealth.

Business address
190 Carondelet Plaza, Suite 600, St Louis, MO, 63105
Top securities (13F)
XLK, AAPL, DFAC, VOO, MSFT, SPY, IVV, NVDA, AMZN, BSVO, DFAT, GOOG, JPM, ITOT, DUHP, DFUS, DFUV, IWB, IWF, and AVUV
Top holdings (Schedule 13G)
SPEPRC and SPE
State of incorporation
DE
Fiscal year end
31 December
Former names
Colony Group, LLC (to 14 Nov 2024)
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Focus Partners Wealth has filed 16 SEC EDGAR filings since 15 Feb 2012

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
SCHEDULE 13G Open Document Open Filing 08 Jan 2026
SCHEDULE 13G Open Document Open Filing 08 Jan 2026
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-14902
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-14902
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-14902
13F-HR/A Open Document Open Filing 29 May 2025 31 Dec 2024 028-14902
13F-HR/A Open Document Open Filing 20 May 2025 31 Mar 2025 028-14902
13F-HR/A Open Document Open Filing 20 May 2025 31 Dec 2024 028-14902
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-14902
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-14902
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-14902
N-PX Open Document Open Filing 29 Aug 2024 30 Jun 2024 028-14902
13F-HR Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-14902
13F-HR Open Document Open Filing 16 May 2024 31 Mar 2024 028-14902
13F-HR Open Document Open Filing 15 Feb 2024 31 Dec 2023 028-14902
13F-HR Open Document Open Filing 13F FOR 12/31/11 15 Feb 2012 31 Dec 2011 028-14902