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Focus Partners Wealth: SPMO position timeline

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

Focus Partners Wealth held 102,897 SPMO 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 102,897 shares
    Change vs previous 13F -28,431 shares

    0.02% of the 13F portfolio, value $16,622,160.

    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: 9,284 shares
    • Focus Partners Advisor Solutions, LLC: 93,613 shares

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

  2. period ended2026-03-31
    13F 131,328 shares
    Change vs previous 13F +94,334 shares

    0.01% of the 13F portfolio, value $14,722,496.

    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: 19,794 shares
    • Focus Partners Advisor Solutions, LLC: 111,534 shares

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

  3. period ended2025-12-31
    13F 36,994 shares
    Change vs previous 13F +8,918 shares

    <0.01% of the 13F portfolio, value $4,414,246.

    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: 8,875 shares
    • Focus Partners Advisor Solutions, LLC: 28,119 shares

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

  4. period ended2025-09-30
    13F 28,076 shares
    Change vs previous 13F +11,111 shares

    0.04% of the 13F portfolio, value $3,391,351.

    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 16,965 shares
    Change vs previous 13F -892 shares

    0.03% of the 13F portfolio, value $1,908,161.

    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 17,857 shares
    Change vs previous 13F +3,726 shares

    0.03% of the 13F portfolio, value $1,652,399.

    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 14,131 shares
    Change vs previous 13F -1,504 shares

    0.02% of the 13F portfolio, value $1,342,596.

    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 15,635 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,417,221.

    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).