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Focus Partners Wealth: SLYV position timeline

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

Focus Partners Wealth held 379,806 SLYV 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 379,806 shares
    Change vs previous 13F +25,665 shares

    0.04% of the 13F portfolio, value $41,440,777.

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

    • Focus Partners Wealth: 279,896 shares
    • Focus Partners Advisor Solutions, LLC: 99,910 shares

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

  2. period ended2026-03-31
    13F 354,141 shares
    Change vs previous 13F -13,084 shares

    0.03% of the 13F portfolio, value $33,494,724.

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

    • Focus Partners Wealth: 257,619 shares
    • Focus Partners Advisor Solutions, LLC: 96,522 shares

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

  3. period ended2025-12-31
    13F 367,225 shares
    Change vs previous 13F +60,081 shares

    0.03% of the 13F portfolio, value $33,406,554.

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

    • Focus Partners Wealth: 268,749 shares
    • Focus Partners Advisor Solutions, LLC: 98,476 shares

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

  4. period ended2025-09-30
    13F 307,144 shares
    Change vs previous 13F -73,685 shares

    0.04% of the 13F portfolio, value $27,228,374.

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

    • Focus Partners Wealth: 273,681 shares
    • Focus Partners Advisor Solutions, LLC: 33,463 shares

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

  5. period ended2025-06-30
    13F 380,829 shares
    Change vs previous 13F -5,677 shares

    0.06% of the 13F portfolio, value $30,374,987.

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

    • Focus Partners Wealth: 279,097 shares
    • Focus Partners Advisor Solutions, LLC: 101,732 shares

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

  6. period ended2025-03-31
    13F/A 386,506 shares
    Change vs previous 13F -7,762 shares

    0.07% of the 13F portfolio, value $30,302,166.

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

    • Focus Partners Wealth: 280,583 shares
    • Focus Partners Advisor Solutions, LLC: 105,923 shares

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

  7. period ended2024-12-31
    13F/A 394,268 shares
    Change vs previous 13F +13,716 shares

    0.08% of the 13F portfolio, value $34,399,912.

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

    • Focus Partners Wealth: 280,221 shares
    • Focus Partners Advisor Solutions, LLC: 114,047 shares

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

  8. period ended2024-09-30
    13F 380,552 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $33,039,613.

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

    • Focus Partners Wealth: 280,798 shares
    • Focus Partners Advisor Solutions, LLC: 99,754 shares

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