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Disclosery

Focus Partners Wealth: SGOL position timeline

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

Focus Partners Wealth held 127,345 SGOL 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 127,345 shares
    Change vs previous 13F -3,371 shares

    <0.01% of the 13F portfolio, value $4,868,405.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 130,716 shares
    Change vs previous 13F +1,968 shares

    0.01% of the 13F portfolio, value $5,832,558.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 128,748 shares
    Change vs previous 13F +29,967 shares

    0.01% of the 13F portfolio, value $5,285,560.

    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 98,781 shares
    Change vs previous 13F -1,367 shares

    0.01% of the 13F portfolio, value $3,636,137.

    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 100,148 shares
    Change vs previous 13F +1,905 shares

    0.01% of the 13F portfolio, value $3,158,675.

    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 98,243 shares
    Change vs previous 13F -1,458 shares

    0.01% of the 13F portfolio, value $2,929,613.

    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).

  7. period ended2024-12-31
    13F/A 99,701 shares
    Change vs previous 13F -48,091 shares

    0.01% of the 13F portfolio, value $2,497,513.

    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).

  8. period ended2024-09-30
    13F 147,792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $29,848,111.

    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).