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Focus Partners Wealth: SOXX position timeline

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

Focus Partners Wealth held 81,028 SOXX 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 81,028 shares
    Change vs previous 13F -8,475 shares

    0.05% of the 13F portfolio, value $51,919,854.

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

    • Focus Partners Wealth: 79,278 shares
    • Focus Partners Advisor Solutions, LLC: 1,750 shares

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

  2. period ended2026-03-31
    13F 89,503 shares
    Change vs previous 13F +9,541 shares

    0.03% of the 13F portfolio, value $29,416,075.

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

    • Focus Partners Wealth: 88,166 shares
    • Focus Partners Advisor Solutions, LLC: 1,337 shares

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

  3. period ended2025-12-31
    13F 79,962 shares
    Change vs previous 13F +6,756 shares

    0.03% of the 13F portfolio, value $24,014,693.

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

    • Focus Partners Wealth: 78,812 shares
    • Focus Partners Advisor Solutions, LLC: 1,150 shares

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

  4. period ended2025-09-30
    13F 73,206 shares
    Change vs previous 13F +10,359 shares

    0.03% of the 13F portfolio, value $19,874,547.

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

    • Focus Partners Wealth: 71,617 shares
    • Focus Partners Advisor Solutions, LLC: 1,589 shares

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

  5. period ended2025-06-30
    13F 62,847 shares
    Change vs previous 13F +12,876 shares

    0.03% of the 13F portfolio, value $15,001,489.

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

    • Focus Partners Wealth: 61,719 shares
    • Focus Partners Advisor Solutions, LLC: 1,128 shares

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

  6. period ended2025-03-31
    13F/A 49,971 shares
    Change vs previous 13F -2,053 shares

    0.02% of the 13F portfolio, value $9,403,336.

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

    • Focus Partners Wealth: 48,531 shares
    • Focus Partners Advisor Solutions, LLC: 1,440 shares

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

  7. period ended2024-12-31
    13F/A 52,024 shares
    Change vs previous 13F +40,830 shares

    0.03% of the 13F portfolio, value $11,210,854.

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

    • Focus Partners Wealth: 50,243 shares
    • Focus Partners Advisor Solutions, LLC: 1,781 shares

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

  8. period ended2024-09-30
    13F 11,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,581,360.

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

    • Focus Partners Wealth: 8,177 shares
    • Focus Partners Advisor Solutions, LLC: 3,017 shares

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