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Focus Partners Wealth: SLV position timeline

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

Focus Partners Wealth held 213,463 SLV 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 213,463 shares
    Change vs previous 13F -42,544 shares

    0.01% of the 13F portfolio, value $11,411,705.

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

    • Focus Partners Wealth: 187,467 shares
    • Focus Partners Advisor Solutions, LLC: 25,996 shares

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

  2. period ended2026-03-31
    13F 256,007 shares
    Change vs previous 13F -491,396 shares

    0.02% of the 13F portfolio, value $17,444,375.

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

    • Focus Partners Wealth: 230,600 shares
    • Focus Partners Advisor Solutions, LLC: 25,407 shares

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

  3. period ended2025-12-31
    13F 747,403 shares
    Change vs previous 13F +596,246 shares

    0.05% of the 13F portfolio, value $48,147,713.

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

    • Focus Partners Wealth: 744,124 shares
    • Focus Partners Advisor Solutions, LLC: 3,279 shares

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

  4. period ended2025-09-30
    13F 151,157 shares
    Change vs previous 13F +4,452 shares

    0.01% of the 13F portfolio, value $6,426,964.

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

    • Focus Partners Wealth: 128,222 shares
    • Focus Partners Advisor Solutions, LLC: 22,935 shares

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

  5. period ended2025-06-30
    13F 146,705 shares
    Change vs previous 13F +10,670 shares

    0.01% of the 13F portfolio, value $4,813,396.

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

    • Focus Partners Wealth: 126,793 shares
    • Focus Partners Advisor Solutions, LLC: 19,912 shares

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

  6. period ended2025-03-31
    13F/A 136,035 shares
    Change vs previous 13F -15,075 shares

    0.01% of the 13F portfolio, value $4,215,728.

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

    • Focus Partners Wealth: 113,274 shares
    • Focus Partners Advisor Solutions, LLC: 22,761 shares

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

  7. period ended2024-12-31
    13F/A 151,110 shares
    Change vs previous 13F +31,587 shares

    0.01% of the 13F portfolio, value $3,978,730.

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

    • Focus Partners Wealth: 109,081 shares
    • Focus Partners Advisor Solutions, LLC: 42,029 shares

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

  8. period ended2024-09-30
    13F 119,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,395,649.

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

    • Focus Partners Wealth: 101,480 shares
    • Focus Partners Advisor Solutions, LLC: 18,043 shares

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