Skip to content
Disclosery

Focused Wealth Management, Inc: SPYV position timeline

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

Focused Wealth Management, Inc held 5,514 SPYV 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 5,514 shares
    Change vs previous 13F -593 shares

    0.03% of the 13F portfolio, value $335,214.

    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 6,107 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $345,547.

    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 6,062 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $344,408.

    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 6,033 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $333,802.

    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 6,008 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $314,457.

    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 5,987 shares
    Change vs previous 13F -372 shares

    0.04% of the 13F portfolio, value $305,746.

    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 6,359 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $325,174.

    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 6,216 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $328,586.

    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).