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Focus Partners Wealth: SPSM position timeline

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

Focus Partners Wealth held 354,107 SPSM 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 354,107 shares
    Change vs previous 13F +68,192 shares

    0.02% of the 13F portfolio, value $20,421,460.

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

    • Focus Partners Wealth: 344,894 shares
    • Focus Partners Advisor Solutions, LLC: 9,213 shares

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

  2. period ended2026-03-31
    13F 285,915 shares
    Change vs previous 13F +69,470 shares

    0.01% of the 13F portfolio, value $13,844,557.

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

    • Focus Partners Wealth: 279,186 shares
    • Focus Partners Advisor Solutions, LLC: 6,729 shares

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

  3. period ended2025-12-31
    13F 216,445 shares
    Change vs previous 13F +63,437 shares

    0.01% of the 13F portfolio, value $10,142,707.

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

    • Focus Partners Wealth: 210,459 shares
    • Focus Partners Advisor Solutions, LLC: 5,986 shares

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

  4. period ended2025-09-30
    13F 153,008 shares
    Change vs previous 13F +56,662 shares

    0.01% of the 13F portfolio, value $7,088,095.

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

    • Focus Partners Wealth: 146,892 shares
    • Focus Partners Advisor Solutions, LLC: 6,116 shares

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

  5. period ended2025-06-30
    13F 96,346 shares
    Change vs previous 13F +19,837 shares

    0.01% of the 13F portfolio, value $4,104,354.

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

    • Focus Partners Wealth: 96,346 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 76,509 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $3,118,546.

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

    • Focus Partners Wealth: 71,561 shares
    • Focus Partners Advisor Solutions, LLC: 4,948 shares

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

  7. period ended2024-12-31
    13F/A 76,336 shares
    Change vs previous 13F +2,941 shares

    0.01% of the 13F portfolio, value $3,429,076.

    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 73,395 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,340,279.

    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).