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Disclosery

Focus Partners Wealth: SAN position timeline

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

Focus Partners Wealth held 431,616 SAN 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 431,616 shares
    Change vs previous 13F +28,051 shares

    0.01% of the 13F portfolio, value $5,956,271.

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

    • Focus Partners Wealth: 374,322 shares
    • Focus Partners Advisor Solutions, LLC: 57,294 shares

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

  2. period ended2026-03-31
    13F 403,565 shares
    Change vs previous 13F +53,423 shares

    <0.01% of the 13F portfolio, value $4,650,088.

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

    • Focus Partners Wealth: 346,510 shares
    • Focus Partners Advisor Solutions, LLC: 57,055 shares

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

  3. period ended2025-12-31
    13F 350,142 shares
    Change vs previous 13F +55,876 shares

    <0.01% of the 13F portfolio, value $4,099,562.

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

    • Focus Partners Wealth: 303,768 shares
    • Focus Partners Advisor Solutions, LLC: 46,374 shares

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

  4. period ended2025-09-30
    13F 294,266 shares
    Change vs previous 13F +77,142 shares

    <0.01% of the 13F portfolio, value $3,162,742.

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

    • Focus Partners Wealth: 249,785 shares
    • Focus Partners Advisor Solutions, LLC: 44,481 shares

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

  5. period ended2025-06-30
    13F 217,124 shares
    Change vs previous 13F +108,335 shares

    <0.01% of the 13F portfolio, value $1,801,464.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 173,332 shares
    • Focus Partners Advisor Solutions, LLC: 43,792 shares

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

  6. period ended2025-03-31
    13F/A 108,789 shares
    Change vs previous 13F +38,309 shares

    <0.01% of the 13F portfolio, value $728,890.

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

    • Focus Partners Wealth: 71,169 shares
    • Focus Partners Advisor Solutions, LLC: 37,620 shares

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

  7. period ended2024-12-31
    13F/A 70,480 shares
    Change vs previous 13F +21,028 shares

    <0.01% of the 13F portfolio, value $321,393.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,062 shares
    • Focus Partners Advisor Solutions, LLC: 27,418 shares

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

  8. period ended2024-09-30
    13F 49,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,209.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,619 shares
    • Focus Partners Advisor Solutions, LLC: 15,833 shares

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