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Disclosery

Focus Partners Wealth: SIMO position timeline

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

Focus Partners Wealth held 7,491 SIMO 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 7,491 shares
    Change vs previous 13F -706 shares

    <0.01% of the 13F portfolio, value $2,497,279.

    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 8,197 shares
    Change vs previous 13F +1,016 shares

    <0.01% of the 13F portfolio, value $920,544.

    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 7,181 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $680,687.

    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 7,113 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $674,384.

    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 7,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,151.

    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).