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Disclosery

Focus Partners Wealth: SOUN position timeline

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

Focus Partners Wealth held 108,913 SOUN 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 108,913 shares
    Change vs previous 13F -32,752 shares

    <0.01% of the 13F portfolio, value $704,666.

    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 141,665 shares
    Change vs previous 13F +49,155 shares

    <0.01% of the 13F portfolio, value $973,242.

    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 92,510 shares
    Change vs previous 13F +42,184 shares

    <0.01% of the 13F portfolio, value $952,884.

    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 50,326 shares
    Change vs previous 13F -39,140 shares

    <0.01% of the 13F portfolio, value $809,254.

    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 89,466 shares
    Change vs previous 13F +3,796 shares

    <0.01% of the 13F portfolio, value $959,979.

    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 85,670 shares
    Change vs previous 13F +31,084 shares

    <0.01% of the 13F portfolio, value $695,655.

    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 54,586 shares
    Change vs previous 13F +6,321 shares

    <0.01% of the 13F portfolio, value $1,083,010.

    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 48,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,916.

    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).