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Focus Partners Wealth: SGOV position timeline

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

Focus Partners Wealth held 2,483,097 SGOV 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 2,483,097 shares
    Change vs previous 13F -59,320 shares

    0.23% of the 13F portfolio, value $249,973,483.

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

    • Focus Partners Wealth: 2,373,290 shares
    • Focus Partners Advisor Solutions, LLC: 109,807 shares

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

  2. period ended2026-03-31
    13F 2,542,417 shares
    Change vs previous 13F +286,356 shares

    0.26% of the 13F portfolio, value $255,919,914.

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

    • Focus Partners Wealth: 2,508,022 shares
    • Focus Partners Advisor Solutions, LLC: 34,395 shares

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

  3. period ended2025-12-31
    13F 2,256,061 shares
    Change vs previous 13F +1,160,918 shares

    0.26% of the 13F portfolio, value $226,463,553.

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

    • Focus Partners Wealth: 2,256,061 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 1,095,143 shares
    Change vs previous 13F +25,963 shares

    0.16% of the 13F portfolio, value $110,280,889.

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

    • Focus Partners Wealth: 992,541 shares
    • Focus Partners Advisor Solutions, LLC: 102,602 shares

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

  5. period ended2025-06-30
    13F 1,069,180 shares
    Change vs previous 13F +130,488 shares

    0.2% of the 13F portfolio, value $107,655,859.

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

    • Focus Partners Wealth: 1,053,609 shares
    • Focus Partners Advisor Solutions, LLC: 15,571 shares

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

  6. period ended2025-03-31
    13F/A 938,692 shares
    Change vs previous 13F +199,040 shares

    0.2% of the 13F portfolio, value $94,498,309.

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

    • Focus Partners Wealth: 787,278 shares
    • Focus Partners Advisor Solutions, LLC: 151,414 shares

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

  7. period ended2024-12-31
    13F/A 739,652 shares
    Change vs previous 13F +265,413 shares

    0.17% of the 13F portfolio, value $74,201,941.

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

    • Focus Partners Wealth: 599,781 shares
    • Focus Partners Advisor Solutions, LLC: 139,871 shares

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

  8. period ended2024-09-30
    13F 474,239 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $47,765,398.

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

    • Focus Partners Wealth: 468,152 shares
    • Focus Partners Advisor Solutions, LLC: 6,087 shares

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