Skip to content
Disclosery

Focus Partners Wealth: S position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on S, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 218,098 S shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,098 shares
    Change vs previous 13F +32,750 shares

    <0.01% of the 13F portfolio, value $3,701,123.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 150,776 shares
    • Focus Partners Advisor Solutions, LLC: 67,322 shares

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

  2. period ended2026-03-31
    13F 185,348 shares
    Change vs previous 13F +145,745 shares

    <0.01% of the 13F portfolio, value $2,387,277.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 117,339 shares
    • Focus Partners Advisor Solutions, LLC: 68,009 shares

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

  3. period ended2025-12-31
    13F 39,603 shares
    Change vs previous 13F +11,185 shares

    <0.01% of the 13F portfolio, value $594,045.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,066 shares
    • Focus Partners Advisor Solutions, LLC: 18,537 shares

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

  4. period ended2025-09-30
    13F 28,418 shares
    Change vs previous 13F +7,770 shares

    <0.01% of the 13F portfolio, value $496,073.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,428 shares
    • Focus Partners Advisor Solutions, LLC: 10,990 shares

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

  5. period ended2025-06-30
    13F 20,648 shares
    Change vs previous 13F +1,629 shares

    <0.01% of the 13F portfolio, value $377,445.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 19,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,765.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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