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Focus Partners Wealth: SPHQ position timeline

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

Focus Partners Wealth held 261,799 SPHQ 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 261,799 shares
    Change vs previous 13F +677 shares

    0.02% of the 13F portfolio, value $23,588,166.

    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: 122,228 shares
    • Focus Partners Advisor Solutions, LLC: 139,571 shares

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

  2. period ended2026-03-31
    13F 261,122 shares
    Change vs previous 13F +123,066 shares

    0.02% of the 13F portfolio, value $19,633,869.

    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: 129,943 shares
    • Focus Partners Advisor Solutions, LLC: 131,179 shares

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

  3. period ended2025-12-31
    13F 138,056 shares
    Change vs previous 13F -80,965 shares

    0.01% of the 13F portfolio, value $10,361,221.

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

    • Focus Partners Wealth: 130,137 shares
    • Focus Partners Advisor Solutions, LLC: 7,919 shares

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

  4. period ended2025-09-30
    13F 219,021 shares
    Change vs previous 13F +2,552 shares

    0.02% of the 13F portfolio, value $16,053,014.

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

    • Focus Partners Wealth: 208,914 shares
    • Focus Partners Advisor Solutions, LLC: 10,107 shares

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

  5. period ended2025-06-30
    13F 216,469 shares
    Change vs previous 13F +149,623 shares

    0.03% of the 13F portfolio, value $15,425,622.

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

    • Focus Partners Wealth: 213,454 shares
    • Focus Partners Advisor Solutions, LLC: 3,015 shares

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

  6. period ended2025-03-31
    13F/A 66,846 shares
    Change vs previous 13F +1,999 shares

    0.01% of the 13F portfolio, value $4,434,568.

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

    • Focus Partners Wealth: 62,303 shares
    • Focus Partners Advisor Solutions, LLC: 4,543 shares

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

  7. period ended2024-12-31
    13F/A 64,847 shares
    Change vs previous 13F -152,255 shares

    0.01% of the 13F portfolio, value $4,346,700.

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

    • Focus Partners Wealth: 61,520 shares
    • Focus Partners Advisor Solutions, LLC: 3,327 shares

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

  8. period ended2024-09-30
    13F 217,102 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,937,053.

    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).