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Disclosery

Focus Partners Wealth: SN position timeline

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

Focus Partners Wealth held 126,657 SN 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 126,657 shares
    Change vs previous 13F +2,379 shares

    0.02% of the 13F portfolio, value $19,286,174.

    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 124,278 shares
    Change vs previous 13F +9,732 shares

    0.01% of the 13F portfolio, value $13,161,058.

    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 114,546 shares
    Change vs previous 13F +38,886 shares

    0.01% of the 13F portfolio, value $12,817,800.

    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 75,660 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $7,793,634.

    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 76,510 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $7,573,740.

    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 76,650 shares
    Change vs previous 13F -24,945 shares

    0.02% of the 13F portfolio, value $6,393,452.

    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 101,595 shares
    Change vs previous 13F -426 shares

    0.03% of the 13F portfolio, value $9,891,350.

    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 102,021 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,090,746.

    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).