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Disclosery

Focus Partners Wealth: SNEX position timeline

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

Focus Partners Wealth held 20,818 SNEX 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 20,818 shares
    Change vs previous 13F +2,462 shares

    <0.01% of the 13F portfolio, value $2,466,902.

    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 18,356 shares
    Change vs previous 13F +5,439 shares

    <0.01% of the 13F portfolio, value $1,480,412.

    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 12,917 shares
    Change vs previous 13F +1,102 shares

    <0.01% of the 13F portfolio, value $1,228,795.

    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 11,815 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $1,192,370.

    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 12,066 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $1,099,696.

    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 12,060 shares
    Change vs previous 13F +3,951 shares

    <0.01% of the 13F portfolio, value $921,143.

    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 8,109 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $794,439.

    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 7,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $650,537.

    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).