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Disclosery

Focus Partners Wealth: SOLV position timeline

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

Focus Partners Wealth held 17,422 SOLV 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 17,422 shares
    Change vs previous 13F -1,104 shares

    <0.01% of the 13F portfolio, value $1,344,109.

    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 18,526 shares
    Change vs previous 13F -11,516 shares

    <0.01% of the 13F portfolio, value $1,188,868.

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

    • Focus Partners Wealth: 18,526 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 30,042 shares
    Change vs previous 13F +9,456 shares

    <0.01% of the 13F portfolio, value $2,371,802.

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

    • Focus Partners Wealth: 24,619 shares
    • Focus Partners Advisor Solutions, LLC: 5,423 shares

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

  4. period ended2025-09-30
    13F 20,586 shares
    Change vs previous 13F +1,870 shares

    <0.01% of the 13F portfolio, value $1,498,093.

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

    • Focus Partners Wealth: 17,036 shares
    • Focus Partners Advisor Solutions, LLC: 3,550 shares

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

  5. period ended2025-06-30
    13F 18,716 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $1,419,421.

    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 19,775 shares
    Change vs previous 13F -4,888 shares

    <0.01% of the 13F portfolio, value $1,503,692.

    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 24,663 shares
    Change vs previous 13F -7,115 shares

    <0.01% of the 13F portfolio, value $1,629,238.

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

    • Focus Partners Wealth: 24,663 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 31,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,215,564.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,298 shares
    • Focus Partners Advisor Solutions, LLC: 3,480 shares

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