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Focus Partners Wealth: SPOT position timeline

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

Focus Partners Wealth held 36,241 SPOT 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 36,241 shares
    Change vs previous 13F -815 shares

    0.02% of the 13F portfolio, value $16,640,152.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,501 shares
    • Focus Partners Advisor Solutions, LLC: 740 shares

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

  2. period ended2026-03-31
    13F 37,056 shares
    Change vs previous 13F +748 shares

    0.02% of the 13F portfolio, value $18,061,229.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,551 shares
    • Focus Partners Advisor Solutions, LLC: 1,505 shares

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

  3. period ended2025-12-31
    13F 36,308 shares
    Change vs previous 13F +5,558 shares

    0.02% of the 13F portfolio, value $21,144,463.

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

    • Focus Partners Wealth: 35,411 shares
    • Focus Partners Advisor Solutions, LLC: 897 shares

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

  4. period ended2025-09-30
    13F 30,750 shares
    Change vs previous 13F +14,817 shares

    0.03% of the 13F portfolio, value $21,414,481.

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

    • Focus Partners Wealth: 29,769 shares
    • Focus Partners Advisor Solutions, LLC: 981 shares

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

  5. period ended2025-06-30
    13F 15,933 shares
    Change vs previous 13F -6,942 shares

    0.02% of the 13F portfolio, value $12,226,444.

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

    • Focus Partners Wealth: 15,024 shares
    • Focus Partners Advisor Solutions, LLC: 909 shares

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

  6. period ended2025-03-31
    13F/A 22,875 shares
    Change vs previous 13F +15,332 shares

    0.03% of the 13F portfolio, value $12,582,048.

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

    • Focus Partners Wealth: 22,213 shares
    • Focus Partners Advisor Solutions, LLC: 662 shares

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

  7. period ended2024-12-31
    13F/A 7,543 shares
    Change vs previous 13F +5,706 shares

    0.01% of the 13F portfolio, value $3,374,588.

    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 1,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $676,990.

    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).