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Disclosery

Focus Partners Wealth: SHE position timeline

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

Focus Partners Wealth held 5,662 SHE 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 5,662 shares
    Change vs previous 13F -1,255 shares

    <0.01% of the 13F portfolio, value $874,477.

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

    • Focus Partners Wealth: 3,742 shares
    • Focus Partners Advisor Solutions, LLC: 1,920 shares

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

  2. period ended2026-03-31
    13F 6,917 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $884,075.

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

    • Focus Partners Wealth: 3,742 shares
    • Focus Partners Advisor Solutions, LLC: 3,175 shares

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

  3. period ended2025-12-31
    13F 6,784 shares
    Change vs previous 13F -2,597 shares

    <0.01% of the 13F portfolio, value $895,986.

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

    • Focus Partners Wealth: 3,540 shares
    • Focus Partners Advisor Solutions, LLC: 3,244 shares

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

  4. period ended2025-09-30
    13F 9,381 shares
    Change vs previous 13F +2,618 shares

    <0.01% of the 13F portfolio, value $1,216,081.

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

    • Focus Partners Wealth: 3,538 shares
    • Focus Partners Advisor Solutions, LLC: 5,843 shares

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

  5. period ended2025-06-30
    13F 6,763 shares
    Change vs previous 13F +4,286 shares

    <0.01% of the 13F portfolio, value $844,167.

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

    • Focus Partners Wealth: 3,538 shares
    • Focus Partners Advisor Solutions, LLC: 3,225 shares

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

  6. period ended2025-03-31
    13F 2,477 shares
    Change vs previous 13F +2,477 shares

    <0.01% of the 13F portfolio, value $282,711.

    13F-HR 0001085146-25-003345 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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,141 shares

    13F-HR 0001085146-25-001729 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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,141 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,196.

    13F-HR 0001085146-24-005963 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).