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Focus Partners Wealth: SNY position timeline

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

Focus Partners Wealth held 56,220 SNY 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 56,220 shares
    Change vs previous 13F -8,210 shares

    <0.01% of the 13F portfolio, value $2,398,374.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,866 shares
    • Focus Partners Advisor Solutions, LLC: 11,354 shares

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

  2. period ended2026-03-31
    13F 64,430 shares
    Change vs previous 13F -7,312 shares

    <0.01% of the 13F portfolio, value $3,095,209.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 52,105 shares
    • Focus Partners Advisor Solutions, LLC: 12,325 shares

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

  3. period ended2025-12-31
    13F 71,742 shares
    Change vs previous 13F -14,011 shares

    <0.01% of the 13F portfolio, value $3,476,330.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 59,859 shares
    • Focus Partners Advisor Solutions, LLC: 11,883 shares

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

  4. period ended2025-09-30
    13F 85,753 shares
    Change vs previous 13F +4,543 shares

    0.01% of the 13F portfolio, value $4,052,647.

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

    • Focus Partners Wealth: 73,708 shares
    • Focus Partners Advisor Solutions, LLC: 12,045 shares

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

  5. period ended2025-06-30
    13F 81,210 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $3,923,289.

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

    • Focus Partners Wealth: 69,266 shares
    • Focus Partners Advisor Solutions, LLC: 11,944 shares

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

  6. period ended2025-03-31
    13F/A 84,735 shares
    Change vs previous 13F +2,113 shares

    0.01% of the 13F portfolio, value $4,699,509.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 72,654 shares
    • Focus Partners Advisor Solutions, LLC: 12,081 shares

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

  7. period ended2024-12-31
    13F/A 82,622 shares
    Change vs previous 13F +16,609 shares

    0.01% of the 13F portfolio, value $3,984,880.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 72,208 shares
    • Focus Partners Advisor Solutions, LLC: 10,414 shares

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

  8. period ended2024-09-30
    13F 66,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,804,355.

    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).