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Focus Partners Wealth: SPHD position timeline

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

Focus Partners Wealth held 14,138 SPHD 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 14,138 shares
    Change vs previous 13F -20,407 shares

    0.01% of the 13F portfolio, value $718,784.

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

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

  2. period ended2026-03-31
    13F 34,545 shares
    Change vs previous 13F -3,479 shares

    0.02% of the 13F portfolio, value $1,713,804.

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

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

  3. period ended2025-12-31
    13F 38,024 shares
    Change vs previous 13F -31,072 shares

    0.02% of the 13F portfolio, value $1,825,188.

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

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

  4. period ended2025-09-30
    13F 69,096 shares
    Change vs previous 13F +27,306 shares

    0.04% of the 13F portfolio, value $3,297,140.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 69,096 shares

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

  5. period ended2025-06-30
    13F 41,790 shares
    Change vs previous 13F +5,675 shares

    <0.01% of the 13F portfolio, value $1,987,540.

    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: 7,159 shares
    • Focus Partners Advisor Solutions, LLC: 34,631 shares

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

  6. period ended2025-03-31
    13F/A 36,115 shares
    Change vs previous 13F +19,278 shares

    <0.01% of the 13F portfolio, value $1,814,103.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,819 shares
    • Focus Partners Advisor Solutions, LLC: 30,296 shares

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

  7. period ended2024-12-31
    13F/A 16,837 shares
    Change vs previous 13F -4,633 shares

    <0.01% of the 13F portfolio, value $813,416.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,235 shares
    • Focus Partners Advisor Solutions, LLC: 10,602 shares

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

  8. period ended2024-09-30
    13F 21,470 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,085,758.

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

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