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Focus Partners Wealth: SGVT position timeline

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

Focus Partners Wealth held 6,723 SGVT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,723 shares
    Change vs previous 13F -9,383 shares

    <0.01% of the 13F portfolio, value $677,300.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,236 shares
    • Focus Partners Advisor Solutions, LLC: 4,487 shares

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

  2. period ended2026-03-31
    13F 16,106 shares
    Change vs previous 13F +6,065 shares

    <0.01% of the 13F portfolio, value $1,622,197.

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

    • Focus Partners Wealth: 9,708 shares
    • Focus Partners Advisor Solutions, LLC: 6,398 shares

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

  3. period ended2025-12-31
    13F 10,041 shares
    Change vs previous 13F +7,728 shares

    0.01% of the 13F portfolio, value $1,008,970.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 2,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $232,503.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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