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Disclosery

Focus Partners Wealth: SMMD position timeline

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

Focus Partners Wealth held 776,244 SMMD 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 776,244 shares
    Change vs previous 13F +12,549 shares

    0.07% of the 13F portfolio, value $71,127,347.

    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 763,695 shares
    Change vs previous 13F +5,700 shares

    0.06% of the 13F portfolio, value $58,308,089.

    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 757,995 shares
    Change vs previous 13F +262,684 shares

    0.06% of the 13F portfolio, value $56,804,164.

    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 495,311 shares
    Change vs previous 13F +3,873 shares

    0.06% of the 13F portfolio, value $36,517,898.

    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 491,438 shares
    Change vs previous 13F +86,857 shares

    0.07% of the 13F portfolio, value $33,313,102.

    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 404,581 shares
    Change vs previous 13F +181,728 shares

    0.06% of the 13F portfolio, value $25,302,537.

    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 222,853 shares
    Change vs previous 13F +6,798 shares

    0.04% of the 13F portfolio, value $15,154,021.

    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 216,055 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $14,633,442.

    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).