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Focus Partners Wealth: SPEM position timeline

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

Focus Partners Wealth held 2,220,199 SPEM 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 2,220,199 shares
    Change vs previous 13F -15,337 shares

    0.11% of the 13F portfolio, value $114,961,556.

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

    • Focus Partners Wealth: 2,148,441 shares
    • Focus Partners Advisor Solutions, LLC: 71,758 shares

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

  2. period ended2026-03-31
    13F 2,235,536 shares
    Change vs previous 13F -46,461 shares

    0.1% of the 13F portfolio, value $100,623,166.

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

    • Focus Partners Wealth: 2,216,474 shares
    • Focus Partners Advisor Solutions, LLC: 19,062 shares

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

  3. period ended2025-12-31
    13F 2,281,997 shares
    Change vs previous 13F +110,141 shares

    0.11% of the 13F portfolio, value $106,631,194.

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

    • Focus Partners Wealth: 2,209,880 shares
    • Focus Partners Advisor Solutions, LLC: 72,117 shares

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

  4. period ended2025-09-30
    13F 2,171,856 shares
    Change vs previous 13F -53,977 shares

    0.14% of the 13F portfolio, value $101,783,167.

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

    • Focus Partners Wealth: 2,079,698 shares
    • Focus Partners Advisor Solutions, LLC: 92,158 shares

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

  5. period ended2025-06-30
    13F 2,225,833 shares
    Change vs previous 13F +31,255 shares

    0.18% of the 13F portfolio, value $95,132,395.

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

    • Focus Partners Wealth: 2,154,239 shares
    • Focus Partners Advisor Solutions, LLC: 71,594 shares

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

  6. period ended2025-03-31
    13F/A 2,194,578 shares
    Change vs previous 13F +269,513 shares

    0.19% of the 13F portfolio, value $86,400,592.

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

    • Focus Partners Wealth: 2,126,900 shares
    • Focus Partners Advisor Solutions, LLC: 67,678 shares

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

  7. period ended2024-12-31
    13F/A 1,925,065 shares
    Change vs previous 13F +453,431 shares

    0.17% of the 13F portfolio, value $73,864,789.

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

    • Focus Partners Wealth: 1,861,650 shares
    • Focus Partners Advisor Solutions, LLC: 63,415 shares

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

  8. period ended2024-09-30
    13F 1,471,634 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $60,749,124.

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

    • Focus Partners Wealth: 1,404,904 shares
    • Focus Partners Advisor Solutions, LLC: 66,730 shares

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