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Focus Partners Wealth: SEIC position timeline

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

Focus Partners Wealth held 44,391 SEIC 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 44,391 shares
    Change vs previous 13F -4,572 shares

    <0.01% of the 13F portfolio, value $3,893,206.

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

    • Focus Partners Wealth: 36,747 shares
    • Focus Partners Advisor Solutions, LLC: 7,644 shares

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

  2. period ended2026-03-31
    13F 48,963 shares
    Change vs previous 13F +8,019 shares

    <0.01% of the 13F portfolio, value $3,859,160.

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

    • Focus Partners Wealth: 36,819 shares
    • Focus Partners Advisor Solutions, LLC: 12,144 shares

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

  3. period ended2025-12-31
    13F 40,944 shares
    Change vs previous 13F +6,803 shares

    <0.01% of the 13F portfolio, value $3,358,374.

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

    • Focus Partners Wealth: 28,987 shares
    • Focus Partners Advisor Solutions, LLC: 11,957 shares

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

  4. period ended2025-09-30
    13F 34,141 shares
    Change vs previous 13F +17,928 shares

    <0.01% of the 13F portfolio, value $2,897,707.

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

    • Focus Partners Wealth: 22,325 shares
    • Focus Partners Advisor Solutions, LLC: 11,816 shares

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

  5. period ended2025-06-30
    13F 16,213 shares
    Change vs previous 13F +5,520 shares

    <0.01% of the 13F portfolio, value $1,456,897.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,117 shares
    • Focus Partners Advisor Solutions, LLC: 12,096 shares

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

  6. period ended2025-03-31
    13F/A 10,693 shares
    Change vs previous 13F -5,073 shares

    0.01% of the 13F portfolio, value $830,092.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 10,693 shares

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

  7. period ended2024-12-31
    13F/A 15,766 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,300,379.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,406 shares
    • Focus Partners Advisor Solutions, LLC: 12,360 shares

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