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Focus Partners Wealth: SMH position timeline

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

Focus Partners Wealth held 592,689 SMH 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 592,689 shares
    Change vs previous 13F +495,383 shares

    0.36% of the 13F portfolio, value $388,738,874.

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

    • Focus Partners Wealth: 588,682 shares
    • Focus Partners Advisor Solutions, LLC: 4,007 shares

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

  2. period ended2026-03-31
    13F 97,306 shares
    Change vs previous 13F -650,596 shares

    0.04% of the 13F portfolio, value $37,307,429.

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

    • Focus Partners Wealth: 93,437 shares
    • Focus Partners Advisor Solutions, LLC: 3,869 shares

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

  3. period ended2025-12-31
    13F 747,902 shares
    Change vs previous 13F +671,434 shares

    0.28% of the 13F portfolio, value $269,331,214.

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

    • Focus Partners Wealth: 745,768 shares
    • Focus Partners Advisor Solutions, LLC: 2,134 shares

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

  4. period ended2025-09-30
    13F 76,468 shares
    Change vs previous 13F +768 shares

    0.04% of the 13F portfolio, value $25,002,577.

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

    • Focus Partners Wealth: 74,095 shares
    • Focus Partners Advisor Solutions, LLC: 2,373 shares

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

  5. period ended2025-06-30
    13F 75,700 shares
    Change vs previous 13F +20,883 shares

    0.04% of the 13F portfolio, value $21,111,081.

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

    • Focus Partners Wealth: 73,695 shares
    • Focus Partners Advisor Solutions, LLC: 2,005 shares

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

  6. period ended2025-03-31
    13F/A 54,817 shares
    Change vs previous 13F +30,162 shares

    0.02% of the 13F portfolio, value $11,592,109.

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

    • Focus Partners Wealth: 52,872 shares
    • Focus Partners Advisor Solutions, LLC: 1,945 shares

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

  7. period ended2024-12-31
    13F/A 24,655 shares
    Change vs previous 13F +5,470 shares

    0.01% of the 13F portfolio, value $5,970,843.

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

    • Focus Partners Wealth: 23,151 shares
    • Focus Partners Advisor Solutions, LLC: 1,504 shares

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

  8. period ended2024-09-30
    13F 19,185 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,709,310.

    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).