Focus Partners Wealth: SOLS position timeline

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

Focus Partners Wealth held 226,726 SOLS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 226,726 shares
Change vs previous 13F -3,080 shares
0.02% of the 13F portfolio, value $20,088,009.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 218,682 shares
- Focus Partners Advisor Solutions, LLC: 8,044 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 229,806 shares
Change vs previous 13F +114,825 shares
0.02% of the 13F portfolio, value $17,502,088.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 224,021 shares
- Focus Partners Advisor Solutions, LLC: 5,785 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 114,981 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $5,585,780.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 109,733 shares
- Focus Partners Advisor Solutions, LLC: 5,248 shares
Acceptance time not in the bulk data set (spec §4.2).