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Disclosery

Focus Partners Wealth: SAM position timeline

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

Focus Partners Wealth held 4,939 SAM 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 4,939 shares
    Change vs previous 13F -7,679 shares

    <0.01% of the 13F portfolio, value $874,982.

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

    • Focus Partners Wealth: 4,939 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 12,618 shares
    Change vs previous 13F +8,647 shares

    <0.01% of the 13F portfolio, value $2,931,383.

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

    • Focus Partners Wealth: 11,090 shares
    • Focus Partners Advisor Solutions, LLC: 1,528 shares

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

  3. period ended2025-12-31
    13F 3,971 shares
    Change vs previous 13F -2,945 shares

    <0.01% of the 13F portfolio, value $774,862.

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

    • Focus Partners Wealth: 3,971 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 6,916 shares
    Change vs previous 13F +5,792 shares

    <0.01% of the 13F portfolio, value $1,308,903.

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

    • Focus Partners Wealth: 4,899 shares
    • Focus Partners Advisor Solutions, LLC: 2,017 shares

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

  5. period ended2025-06-30
    13F 1,124 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $214,471.

    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 925 shares
    Change vs previous 13F -1,338 shares

    <0.01% of the 13F portfolio, value $220,928.

    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).

  7. period ended2024-12-31
    13F/A 2,263 shares
    Change vs previous 13F +379 shares

    <0.01% of the 13F portfolio, value $678,855.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 1,884 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $544,740.

    13F-HR 0001542153-24-000013 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).