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Focus Partners Wealth: SPSB position timeline

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

Focus Partners Wealth held 259,239 SPSB 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 259,239 shares
    Change vs previous 13F +4,372 shares

    0.01% of the 13F portfolio, value $7,779,796.

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

    • Focus Partners Wealth: 223,112 shares
    • Focus Partners Advisor Solutions, LLC: 36,127 shares

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

  2. period ended2026-03-31
    13F 254,867 shares
    Change vs previous 13F +1,295 shares

    0.01% of the 13F portfolio, value $8,244,192.

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

    • Focus Partners Wealth: 254,867 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 253,572 shares
    Change vs previous 13F +179,710 shares

    0.01% of the 13F portfolio, value $7,657,895.

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

    • Focus Partners Wealth: 218,807 shares
    • Focus Partners Advisor Solutions, LLC: 34,765 shares

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

  4. period ended2025-09-30
    13F 73,862 shares
    Change vs previous 13F +23,058 shares

    <0.01% of the 13F portfolio, value $2,231,056.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,651 shares
    • Focus Partners Advisor Solutions, LLC: 62,211 shares

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

  5. period ended2025-06-30
    13F 50,804 shares
    Change vs previous 13F +8,744 shares

    <0.01% of the 13F portfolio, value $1,533,765.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,134 shares
    • Focus Partners Advisor Solutions, LLC: 38,670 shares

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

  6. period ended2025-03-31
    13F 42,060 shares
    Change vs previous 13F +5,111 shares

    0.02% of the 13F portfolio, value $1,266,008.

    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 36,949 shares
    Change vs previous 13F -7,924 shares

    0.02% of the 13F portfolio, value $1,103,327.

    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 44,873 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,358,763.

    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).