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Disclosery

Focus Partners Wealth: SMMT position timeline

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

Focus Partners Wealth held 170,338 SMMT 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 170,338 shares
    Change vs previous 13F +86,418 shares

    <0.01% of the 13F portfolio, value $2,481,826.

    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 83,920 shares
    Change vs previous 13F -4,528 shares

    <0.01% of the 13F portfolio, value $1,592,223.

    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 88,448 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $1,547,140.

    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 88,419 shares
    Change vs previous 13F +1,979 shares

    <0.01% of the 13F portfolio, value $1,826,738.

    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 86,440 shares
    Change vs previous 13F +1,965 shares

    <0.01% of the 13F portfolio, value $1,839,445.

    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 84,475 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $1,629,524.

    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 84,466 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,507,297.

    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 84,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,849,807.

    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).