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Disclosery

Focus Partners Wealth: SDVY position timeline

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

Focus Partners Wealth held 516,420 SDVY 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 516,420 shares
    Change vs previous 13F +20,972 shares

    0.02% of the 13F portfolio, value $22,278,401.

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

    • Focus Partners Wealth: 505,502 shares
    • Focus Partners Advisor Solutions, LLC: 10,918 shares

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

  2. period ended2026-03-31
    13F 495,448 shares
    Change vs previous 13F +240,011 shares

    0.02% of the 13F portfolio, value $19,535,555.

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

    • Focus Partners Wealth: 483,798 shares
    • Focus Partners Advisor Solutions, LLC: 11,650 shares

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

  3. period ended2025-12-31
    13F 255,437 shares
    Change vs previous 13F +206,881 shares

    0.01% of the 13F portfolio, value $9,788,409.

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

    • Focus Partners Wealth: 245,604 shares
    • Focus Partners Advisor Solutions, LLC: 9,833 shares

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

  4. period ended2025-09-30
    13F 48,556 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $1,846,080.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 48,462 shares
    Change vs previous 13F +4,750 shares

    <0.01% of the 13F portfolio, value $1,709,771.

    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 43,712 shares
    Change vs previous 13F +6,938 shares

    <0.01% of the 13F portfolio, value $1,464,352.

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

    • Focus Partners Wealth: 43,712 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 36,774 shares
    Change vs previous 13F +6,662 shares

    <0.01% of the 13F portfolio, value $1,318,351.

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

    • Focus Partners Wealth: 30,964 shares
    • Focus Partners Advisor Solutions, LLC: 5,810 shares

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

  8. period ended2024-09-30
    13F 30,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,095,475.

    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).