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Focus Partners Wealth: SPHB position timeline

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

Focus Partners Wealth held 52,007 SPHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,007 shares
    Change vs previous 13F +20,520 shares

    0.01% of the 13F portfolio, value $8,091,769.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,705 shares
    • Focus Partners Advisor Solutions, LLC: 49,302 shares

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

  2. period ended2026-03-31
    13F 31,487 shares
    Change vs previous 13F +8,045 shares

    <0.01% of the 13F portfolio, value $3,650,938.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,705 shares
    • Focus Partners Advisor Solutions, LLC: 28,782 shares

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

  3. period ended2025-12-31
    13F 23,442 shares
    Change vs previous 13F -7,908 shares

    <0.01% of the 13F portfolio, value $2,742,011.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,705 shares
    • Focus Partners Advisor Solutions, LLC: 20,737 shares

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

  4. period ended2025-09-30
    13F 31,350 shares
    Change vs previous 13F +25,452 shares

    0.01% of the 13F portfolio, value $3,571,419.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,705 shares
    • Focus Partners Advisor Solutions, LLC: 28,645 shares

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

  5. period ended2025-06-30
    13F 5,898 shares
    Change vs previous 13F +3,303 shares

    <0.01% of the 13F portfolio, value $575,232.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,705 shares
    • Focus Partners Advisor Solutions, LLC: 3,193 shares

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

  6. period ended2025-03-31
    13F/A 2,595 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $203,085.

    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 2,705 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $239,798.

    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 2,705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,340.

    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).