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Focus Partners Wealth: SIVR position timeline

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

Focus Partners Wealth held 35,722 SIVR 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 35,722 shares
    Change vs previous 13F -14,382 shares

    <0.01% of the 13F portfolio, value $2,008,345.

    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 50,104 shares
    Change vs previous 13F -1,585 shares

    <0.01% of the 13F portfolio, value $3,588,016.

    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 51,689 shares
    Change vs previous 13F +27,832 shares

    <0.01% of the 13F portfolio, value $3,496,308.

    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 23,857 shares
    Change vs previous 13F +1,846 shares

    <0.01% of the 13F portfolio, value $1,061,202.

    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 22,011 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $757,397.

    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).

  6. period ended2025-03-31
    13F/A 21,597 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $702,116.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 21,597 shares
    Change vs previous 13F -7,791 shares

    <0.01% of the 13F portfolio, value $595,427.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 29,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $874,293.

    13F-HR 0001542153-24-000013 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).