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Disclosery

Focus Financial Network, Inc.: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on SDY, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 15,025 SDY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,025 shares
    Change vs previous 13F +441 shares

    0.07% of the 13F portfolio, value $2,286,500.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 14,584 shares
    Change vs previous 13F -1,683 shares

    0.08% of the 13F portfolio, value $2,128,449.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 16,267 shares
    Change vs previous 13F -104 shares

    0.08% of the 13F portfolio, value $2,263,726.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 16,371 shares
    Change vs previous 13F +810 shares

    0.08% of the 13F portfolio, value $2,292,737.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    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 15,561 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $2,112,119.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 15,480 shares
    Change vs previous 13F +609 shares

    0.09% of the 13F portfolio, value $2,100,370.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 14,871 shares
    Change vs previous 13F -133 shares

    0.08% of the 13F portfolio, value $1,964,497.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 15,004 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,131,169.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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