Skip to content
Disclosery

Focus Partners Wealth: SMR position timeline

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

Focus Partners Wealth held 36,556 SMR 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 36,556 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $366,660.

    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 37,445 shares
    Change vs previous 13F +4,065 shares

    <0.01% of the 13F portfolio, value $405,903.

    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 33,380 shares
    Change vs previous 13F +3,453 shares

    <0.01% of the 13F portfolio, value $472,991.

    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 29,927 shares
    Change vs previous 13F -4,898 shares

    <0.01% of the 13F portfolio, value $1,077,366.

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

    • Focus Partners Wealth: 29,927 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 34,825 shares
    Change vs previous 13F +15,498 shares

    <0.01% of the 13F portfolio, value $1,377,677.

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

    • Focus Partners Wealth: 27,977 shares
    • Focus Partners Advisor Solutions, LLC: 6,848 shares

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

  6. period ended2025-03-31
    13F/A 19,327 shares
    Change vs previous 13F -3,170 shares

    <0.01% of the 13F portfolio, value $273,670.

    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 22,497 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,371.

    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).