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Disclosery

Focus Partners Wealth: SCI position timeline

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

Focus Partners Wealth held 4,849 SCI 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 4,849 shares
    Change vs previous 13F -1,716 shares

    <0.01% of the 13F portfolio, value $368,426.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 6,565 shares
    Change vs previous 13F -8,309 shares

    <0.01% of the 13F portfolio, value $541,710.

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

    • Focus Partners Wealth: 6,565 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 14,874 shares
    Change vs previous 13F -661 shares

    <0.01% of the 13F portfolio, value $1,159,751.

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

    • Focus Partners Wealth: 10,552 shares
    • Focus Partners Advisor Solutions, LLC: 4,322 shares

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

  4. period ended2025-09-30
    13F 15,535 shares
    Change vs previous 13F -1,421 shares

    <0.01% of the 13F portfolio, value $1,281,756.

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

    • Focus Partners Wealth: 8,502 shares
    • Focus Partners Advisor Solutions, LLC: 7,033 shares

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

  5. period ended2025-06-30
    13F 16,956 shares
    Change vs previous 13F +2,883 shares

    <0.01% of the 13F portfolio, value $1,380,208.

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

    • Focus Partners Wealth: 11,183 shares
    • Focus Partners Advisor Solutions, LLC: 5,773 shares

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

  6. period ended2025-03-31
    13F/A 14,073 shares
    Change vs previous 13F +3,823 shares

    <0.01% of the 13F portfolio, value $1,128,655.

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

    • Focus Partners Wealth: 10,571 shares
    • Focus Partners Advisor Solutions, LLC: 3,502 shares

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

  7. period ended2024-12-31
    13F/A 10,250 shares
    Change vs previous 13F +10,250 shares

    <0.01% of the 13F portfolio, value $818,157.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.