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Disclosery

Focus Partners Wealth: SPMD position timeline

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

Focus Partners Wealth held 157,262 SPMD 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 157,262 shares
    Change vs previous 13F -65,824 shares

    0.01% of the 13F portfolio, value $10,624,608.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 223,086 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $13,211,227.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 221,964 shares
    Change vs previous 13F +68,776 shares

    0.01% of the 13F portfolio, value $12,853,916.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 153,188 shares
    Change vs previous 13F +46,693 shares

    0.01% of the 13F portfolio, value $8,760,880.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 106,495 shares
    Change vs previous 13F -701 shares

    0.01% of the 13F portfolio, value $5,791,195.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 107,196 shares
    Change vs previous 13F +9,677 shares

    0.01% of the 13F portfolio, value $5,486,311.

    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 97,519 shares
    Change vs previous 13F +2,020 shares

    0.01% of the 13F portfolio, value $5,333,317.

    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 95,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,221,923.

    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).