Skip to content
Disclosery

Focus Partners Wealth: SMLF position timeline

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

Focus Partners Wealth held 291,939 SMLF 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 291,939 shares
    Change vs previous 13F +2,050 shares

    0.03% of the 13F portfolio, value $26,023,510.

    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 289,889 shares
    Change vs previous 13F -10,659 shares

    0.02% of the 13F portfolio, value $21,951,261.

    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 300,548 shares
    Change vs previous 13F -3,515 shares

    0.03% of the 13F portfolio, value $22,504,587.

    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 304,063 shares
    Change vs previous 13F +17,046 shares

    0.04% of the 13F portfolio, value $22,607,120.

    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 287,017 shares
    Change vs previous 13F +12,847 shares

    0.04% of the 13F portfolio, value $19,502,789.

    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 274,170 shares
    Change vs previous 13F +3,529 shares

    0.04% of the 13F portfolio, value $17,042,423.

    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 270,641 shares
    Change vs previous 13F +257,284 shares

    0.05% of the 13F portfolio, value $18,268,278.

    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 13,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $886,238.

    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).