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Focused Wealth Management, Inc: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on SPYD, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 11,561 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,561 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $551,587.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 11,539 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $525,248.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 11,759 shares
    Change vs previous 13F -528 shares

    0.05% of the 13F portfolio, value $508,593.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 12,287 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $540,649.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 12,351 shares
    Change vs previous 13F -1,463 shares

    0.06% of the 13F portfolio, value $524,155.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 13,814 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $611,411.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 13,780 shares
    Change vs previous 13F -72 shares

    0.08% of the 13F portfolio, value $595,868.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 13,852 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $632,346.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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