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Focus Partners Wealth: SHV position timeline

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

Focus Partners Wealth held 251,805 SHV 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 251,805 shares
    Change vs previous 13F -110,850 shares

    0.03% of the 13F portfolio, value $27,786,699.

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

    • Focus Partners Wealth: 240,783 shares
    • Focus Partners Advisor Solutions, LLC: 11,022 shares

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

  2. period ended2026-03-31
    13F 362,655 shares
    Change vs previous 13F -7,535 shares

    0.04% of the 13F portfolio, value $40,033,536.

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

    • Focus Partners Wealth: 357,161 shares
    • Focus Partners Advisor Solutions, LLC: 5,494 shares

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

  3. period ended2025-12-31
    13F 370,190 shares
    Change vs previous 13F +138,066 shares

    0.04% of the 13F portfolio, value $40,776,550.

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

    • Focus Partners Wealth: 364,699 shares
    • Focus Partners Advisor Solutions, LLC: 5,491 shares

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

  4. period ended2025-09-30
    13F 232,124 shares
    Change vs previous 13F -3,984 shares

    0.04% of the 13F portfolio, value $25,644,950.

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

    • Focus Partners Wealth: 220,256 shares
    • Focus Partners Advisor Solutions, LLC: 11,868 shares

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

  5. period ended2025-06-30
    13F 236,108 shares
    Change vs previous 13F +9,015 shares

    0.05% of the 13F portfolio, value $26,071,138.

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

    • Focus Partners Wealth: 228,513 shares
    • Focus Partners Advisor Solutions, LLC: 7,595 shares

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

  6. period ended2025-03-31
    13F/A 227,093 shares
    Change vs previous 13F +2,739 shares

    0.05% of the 13F portfolio, value $25,084,784.

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

    • Focus Partners Wealth: 205,469 shares
    • Focus Partners Advisor Solutions, LLC: 21,624 shares

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

  7. period ended2024-12-31
    13F/A 224,354 shares
    Change vs previous 13F +56,695 shares

    0.06% of the 13F portfolio, value $24,703,578.

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

    • Focus Partners Wealth: 200,765 shares
    • Focus Partners Advisor Solutions, LLC: 23,589 shares

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

  8. period ended2024-09-30
    13F 167,659 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,548,074.

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

    • Focus Partners Wealth: 164,448 shares
    • Focus Partners Advisor Solutions, LLC: 3,211 shares

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