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Disclosery

Focus Partners Wealth: SFIX position timeline

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

Focus Partners Wealth held 1,247,974 SFIX 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 1,247,974 shares
    Change vs previous 13F +149,070 shares

    <0.01% of the 13F portfolio, value $5,129,173.

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

    • Focus Partners Wealth: 1,237,004 shares
    • Focus Partners Advisor Solutions, LLC: 10,970 shares

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

  2. period ended2026-03-31
    13F 1,098,904 shares
    Change vs previous 13F +200,495 shares

    <0.01% of the 13F portfolio, value $3,637,372.

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

    • Focus Partners Wealth: 1,085,482 shares
    • Focus Partners Advisor Solutions, LLC: 13,422 shares

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

  3. period ended2025-12-31
    13F 898,409 shares
    Change vs previous 13F +379,439 shares

    0.01% of the 13F portfolio, value $4,716,647.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 518,970 shares
    Change vs previous 13F +518,970 shares

    <0.01% of the 13F portfolio, value $2,257,519.

    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 ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -274,564 shares

    13F-HR/A 0001085146-25-003391 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.

  6. period ended2024-12-31
    13F/A 274,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,183,369.

    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).