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Focus Partners Wealth: SDY position timeline

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

Focus Partners Wealth held 165,624 SDY 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 165,624 shares
    Change vs previous 13F +33,746 shares

    0.02% of the 13F portfolio, value $25,204,717.

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

    • Focus Partners Wealth: 150,144 shares
    • Focus Partners Advisor Solutions, LLC: 15,480 shares

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

  2. period ended2026-03-31
    13F 131,878 shares
    Change vs previous 13F -6,146 shares

    0.02% of the 13F portfolio, value $19,162,230.

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

    • Focus Partners Wealth: 126,135 shares
    • Focus Partners Advisor Solutions, LLC: 5,743 shares

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

  3. period ended2025-12-31
    13F 138,024 shares
    Change vs previous 13F +36,729 shares

    0.02% of the 13F portfolio, value $19,209,787.

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

    • Focus Partners Wealth: 132,157 shares
    • Focus Partners Advisor Solutions, LLC: 5,867 shares

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

  4. period ended2025-09-30
    13F 101,295 shares
    Change vs previous 13F -20,862 shares

    0.02% of the 13F portfolio, value $14,176,003.

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

    • Focus Partners Wealth: 91,475 shares
    • Focus Partners Advisor Solutions, LLC: 9,820 shares

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

  5. period ended2025-06-30
    13F 122,157 shares
    Change vs previous 13F -3,002 shares

    0.03% of the 13F portfolio, value $16,580,522.

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

    • Focus Partners Wealth: 116,446 shares
    • Focus Partners Advisor Solutions, LLC: 5,711 shares

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

  6. period ended2025-03-31
    13F/A 125,159 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $16,981,767.

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

    • Focus Partners Wealth: 116,256 shares
    • Focus Partners Advisor Solutions, LLC: 8,903 shares

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

  7. period ended2024-12-31
    13F/A 125,115 shares
    Change vs previous 13F +32,246 shares

    0.04% of the 13F portfolio, value $16,528,044.

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

    • Focus Partners Wealth: 115,919 shares
    • Focus Partners Advisor Solutions, LLC: 9,196 shares

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

  8. period ended2024-09-30
    13F 92,869 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,177,339.

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

    • Focus Partners Wealth: 88,086 shares
    • Focus Partners Advisor Solutions, LLC: 4,783 shares

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