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)
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)
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Focus Partners Wealth has filed 20 SEC EDGAR filings since 15 Feb 2012

Latest Filings

Recent SEC filings for Focus Partners Wealth including SCHEDULE 13G, 13F-HR, N-PX and more.

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

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.

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