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Focus Partners Wealth: SLF position timeline

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

Focus Partners Wealth held 14,134 SLF 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 14,134 shares
    Change vs previous 13F +2,472 shares

    <0.01% of the 13F portfolio, value $1,108,416.

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

    • Focus Partners Wealth: 11,146 shares
    • Focus Partners Advisor Solutions, LLC: 2,988 shares

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

  2. period ended2026-03-31
    13F 11,662 shares
    Change vs previous 13F +262 shares

    <0.01% of the 13F portfolio, value $746,181.

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

    • Focus Partners Wealth: 11,662 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 11,400 shares
    Change vs previous 13F +6,140 shares

    <0.01% of the 13F portfolio, value $711,450.

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

    • Focus Partners Wealth: 7,876 shares
    • Focus Partners Advisor Solutions, LLC: 3,524 shares

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

  4. period ended2025-09-30
    13F 5,260 shares
    Change vs previous 13F -3,799 shares

    <0.01% of the 13F portfolio, value $315,790.

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

    • Focus Partners Wealth: 5,260 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 9,059 shares
    Change vs previous 13F +5,172 shares

    <0.01% of the 13F portfolio, value $601,742.

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

    • Focus Partners Wealth: 5,451 shares
    • Focus Partners Advisor Solutions, LLC: 3,608 shares

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

  6. period ended2025-03-31
    13F/A 3,887 shares
    Change vs previous 13F -1,205 shares

    <0.01% of the 13F portfolio, value $222,543.

    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 5,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,163.

    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).