Entity Type
Company
Filer Snapshot
Focus Partners Wealth SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001542153.
Total Filings
22
Latest Filing
25 Mar 2026
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
- Use the filings table to verify the newest submission, form type, and report period.
- Open the deeper context page only when this filer actually has insider or ownership signal.
Source: SEC filing 144
View Source Filing
144 filed on 25 Mar 2026 for CIK 0001542153.
- Business address
- 190 Carondelet Plaza, Suite 600, St Louis, MO, 63105
- Top securities (13F)
- AAPL, MSFT, NVDA, XLK, DFAC, VOO, SPY, AMZN, IVV, GOOG, GOOGL, EQTY, VGT, JPM, ITOT, IWF, AVGO, VTI, BSVO, and VTV
- Top holdings (Schedule 13G)
- SPEPRC, BRW, SPE, DTF, and GDL
- State of incorporation
- DE
- Fiscal year end
- 31 December
- Former names
- Colony Group, LLC (to 14 Nov 2024)
Quick Takeaways
- Focus Partners Wealth is an SEC filer tracked under CIK 0001542153.
- 22 filings are listed on this profile.
- Common form coverage includes 144, SCHEDULE 13G, 13F-HR and more.
What Changed
- Latest filing: 144 filed on 25 Mar 2026.
- Report period: not specified in filing header.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC filing 144
View Source Filing
144 filed on 25 Mar 2026 for CIK 0001542153.
Return Loop
Why revisit this filer page
A newly filed 144 can change the filing history, ownership context, or next research path for Focus Partners Wealth.
- Latest source-backed update
- 144 filed 25 Mar 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 144 filed 25 Mar 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Focus Partners Wealth
Latest Schedule 13D/G period: 01 Jan 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Feb 2026
Page type
Filer profile
Latest period
01 Jan 2026
Schedule 13D/G context is visible from filings filed on 13 Feb 2026.
Benchmark Context
Benchmark context for this company
Focus Partners Wealth has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest Schedule 13D/G period: 01 Jan 2026. That gives you a fresh baseline before you compare this company with peers.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Focus Partners Wealth has filed 22 SEC EDGAR filings since 15 Feb 2012. Common forms include 144, SCHEDULE 13G, 13F-HR, N-PX and more.
Latest Filings
Recent SEC filings for Focus Partners Wealth with direct links to document and filing folders.
About this filer
Focus Partners Wealth files with the SEC under CIK 0001542153. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.