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Focus Partners Wealth: SPG position timeline

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

Focus Partners Wealth held 161,748 SPG 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 161,748 shares
    Change vs previous 13F +14,973 shares

    0.04% of the 13F portfolio, value $36,175,391.

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

    • Focus Partners Wealth: 161,748 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 146,775 shares
    Change vs previous 13F -4,798 shares

    0.03% of the 13F portfolio, value $27,395,040.

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

    • Focus Partners Wealth: 144,210 shares
    • Focus Partners Advisor Solutions, LLC: 2,565 shares

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

  3. period ended2025-12-31
    13F 151,573 shares
    Change vs previous 13F -9,746 shares

    0.03% of the 13F portfolio, value $28,058,015.

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

    • Focus Partners Wealth: 151,573 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 161,319 shares
    Change vs previous 13F +4,678 shares

    0.04% of the 13F portfolio, value $30,271,953.

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

    • Focus Partners Wealth: 159,303 shares
    • Focus Partners Advisor Solutions, LLC: 2,016 shares

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

  5. period ended2025-06-30
    13F 156,641 shares
    Change vs previous 13F +40,786 shares

    0.05% of the 13F portfolio, value $25,181,509.

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

    • Focus Partners Wealth: 154,783 shares
    • Focus Partners Advisor Solutions, LLC: 1,858 shares

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

  6. period ended2025-03-31
    13F/A 115,855 shares
    Change vs previous 13F -2,292 shares

    0.04% of the 13F portfolio, value $19,241,511.

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

    • Focus Partners Wealth: 114,156 shares
    • Focus Partners Advisor Solutions, LLC: 1,699 shares

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

  7. period ended2024-12-31
    13F/A 118,147 shares
    Change vs previous 13F +55,138 shares

    0.05% of the 13F portfolio, value $20,346,346.

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

    • Focus Partners Wealth: 116,589 shares
    • Focus Partners Advisor Solutions, LLC: 1,558 shares

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

  8. period ended2024-09-30
    13F 63,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,649,868.

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

    • Focus Partners Wealth: 61,317 shares
    • Focus Partners Advisor Solutions, LLC: 1,692 shares

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