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Focus Partners Wealth: SPIB position timeline

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

Focus Partners Wealth held 195,288 SPIB 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 195,288 shares
    Change vs previous 13F -535 shares

    0.01% of the 13F portfolio, value $6,534,361.

    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: 42,909 shares
    • Focus Partners Advisor Solutions, LLC: 152,379 shares

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

  2. period ended2026-03-31
    13F 195,823 shares
    Change vs previous 13F +138,545 shares

    0.01% of the 13F portfolio, value $6,567,921.

    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: 42,933 shares
    • Focus Partners Advisor Solutions, LLC: 152,890 shares

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

  3. period ended2025-12-31
    13F 57,278 shares
    Change vs previous 13F +38,161 shares

    <0.01% of the 13F portfolio, value $1,936,617.

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

    • Focus Partners Wealth: 44,656 shares
    • Focus Partners Advisor Solutions, LLC: 12,622 shares

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

  4. period ended2025-09-30
    13F 19,117 shares
    Change vs previous 13F -129,882 shares

    0.01% of the 13F portfolio, value $646,317.

    13F-HR 0001868872-25-000004 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).

  5. period ended2025-06-30
    13F 148,999 shares
    Change vs previous 13F -1,788 shares

    0.07% of the 13F portfolio, value $5,003,416.

    13F-HR 0001085146-25-004360 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).

  6. period ended2025-03-31
    13F 150,787 shares
    Change vs previous 13F +2,961 shares

    0.08% of the 13F portfolio, value $5,012,176.

    13F-HR 0001085146-25-003345 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).

  7. period ended2024-12-31
    13F 147,826 shares
    Change vs previous 13F +28,670 shares

    0.08% of the 13F portfolio, value $4,842,787.

    13F-HR 0001085146-25-001729 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).

  8. period ended2024-09-30
    13F 119,156 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,016,756.

    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).