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Focus Partners Wealth: SF position timeline

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

Focus Partners Wealth held 54,392 SF 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 54,392 shares
    Change vs previous 13F -38,844 shares

    <0.01% of the 13F portfolio, value $3,794,933.

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

    • Focus Partners Wealth: 48,043 shares
    • Focus Partners Advisor Solutions, LLC: 6,349 shares

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

  2. period ended2026-03-31
    13F 93,236 shares
    Change vs previous 13F +45,494 shares

    0.01% of the 13F portfolio, value $6,891,368.

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

    • Focus Partners Wealth: 71,619 shares
    • Focus Partners Advisor Solutions, LLC: 21,617 shares

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

  3. period ended2025-12-31
    13F 47,742 shares
    Change vs previous 13F +15,781 shares

    0.01% of the 13F portfolio, value $5,978,332.

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

    • Focus Partners Wealth: 38,158 shares
    • Focus Partners Advisor Solutions, LLC: 9,584 shares

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

  4. period ended2025-09-30
    13F 31,961 shares
    Change vs previous 13F +4,633 shares

    0.01% of the 13F portfolio, value $3,658,573.

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

    • Focus Partners Wealth: 26,143 shares
    • Focus Partners Advisor Solutions, LLC: 5,818 shares

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

  5. period ended2025-06-30
    13F 27,328 shares
    Change vs previous 13F -5,987 shares

    0.01% of the 13F portfolio, value $2,836,079.

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

    • Focus Partners Wealth: 24,803 shares
    • Focus Partners Advisor Solutions, LLC: 2,525 shares

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

  6. period ended2025-03-31
    13F/A 33,315 shares
    Change vs previous 13F +11,058 shares

    0.01% of the 13F portfolio, value $3,140,270.

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

    • Focus Partners Wealth: 26,144 shares
    • Focus Partners Advisor Solutions, LLC: 7,171 shares

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

  7. period ended2024-12-31
    13F/A 22,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,361,100.

    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).