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Focus Partners Wealth: SPDW position timeline

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

Focus Partners Wealth held 754,157 SPDW 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 754,157 shares
    Change vs previous 13F -13,601 shares

    0.03% of the 13F portfolio, value $38,002,057.

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

    • Focus Partners Wealth: 496,921 shares
    • Focus Partners Advisor Solutions, LLC: 257,236 shares

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

  2. period ended2026-03-31
    13F 767,758 shares
    Change vs previous 13F -5,969 shares

    0.04% of the 13F portfolio, value $35,029,998.

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

    • Focus Partners Wealth: 496,235 shares
    • Focus Partners Advisor Solutions, LLC: 271,523 shares

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

  3. period ended2025-12-31
    13F 773,727 shares
    Change vs previous 13F +172,720 shares

    0.04% of the 13F portfolio, value $34,361,240.

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

    • Focus Partners Wealth: 498,287 shares
    • Focus Partners Advisor Solutions, LLC: 275,440 shares

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

  4. period ended2025-09-30
    13F 601,007 shares
    Change vs previous 13F -167,412 shares

    0.04% of the 13F portfolio, value $25,852,760.

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

    • Focus Partners Wealth: 389,452 shares
    • Focus Partners Advisor Solutions, LLC: 211,555 shares

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

  5. period ended2025-06-30
    13F 768,419 shares
    Change vs previous 13F +71,491 shares

    0.06% of the 13F portfolio, value $31,113,327.

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

    • Focus Partners Wealth: 495,350 shares
    • Focus Partners Advisor Solutions, LLC: 273,069 shares

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

  6. period ended2025-03-31
    13F/A 696,928 shares
    Change vs previous 13F +148,148 shares

    0.05% of the 13F portfolio, value $25,375,203.

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

    • Focus Partners Wealth: 447,569 shares
    • Focus Partners Advisor Solutions, LLC: 249,359 shares

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

  7. period ended2024-12-31
    13F/A 548,780 shares
    Change vs previous 13F +134,778 shares

    0.04% of the 13F portfolio, value $18,729,945.

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

    • Focus Partners Wealth: 323,655 shares
    • Focus Partners Advisor Solutions, LLC: 225,125 shares

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

  8. period ended2024-09-30
    13F 414,002 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,549,743.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 173,518 shares
    • Focus Partners Advisor Solutions, LLC: 240,484 shares

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