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Focus Partners Wealth: SPTM position timeline

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

Focus Partners Wealth held 705,698 SPTM 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 705,698 shares
    Change vs previous 13F +267 shares

    0.06% of the 13F portfolio, value $64,070,399.

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

    • Focus Partners Wealth: 393,156 shares
    • Focus Partners Advisor Solutions, LLC: 312,542 shares

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

  2. period ended2026-03-31
    13F 705,431 shares
    Change vs previous 13F -10,313 shares

    0.06% of the 13F portfolio, value $55,771,471.

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

    • Focus Partners Wealth: 399,669 shares
    • Focus Partners Advisor Solutions, LLC: 305,762 shares

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

  3. period ended2025-12-31
    13F 715,744 shares
    Change vs previous 13F +97,607 shares

    0.06% of the 13F portfolio, value $59,048,223.

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

    • Focus Partners Wealth: 398,131 shares
    • Focus Partners Advisor Solutions, LLC: 317,613 shares

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

  4. period ended2025-09-30
    13F 618,137 shares
    Change vs previous 13F -72,308 shares

    0.07% of the 13F portfolio, value $49,885,817.

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

    • Focus Partners Wealth: 404,886 shares
    • Focus Partners Advisor Solutions, LLC: 213,251 shares

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

  5. period ended2025-06-30
    13F 690,445 shares
    Change vs previous 13F +573,510 shares

    0.1% of the 13F portfolio, value $51,707,484.

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

    • Focus Partners Wealth: 385,408 shares
    • Focus Partners Advisor Solutions, LLC: 305,037 shares

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

  6. period ended2025-03-31
    13F/A 116,935 shares
    Change vs previous 13F +12,338 shares

    0.02% of the 13F portfolio, value $7,952,850.

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

    • Focus Partners Wealth: 61,913 shares
    • Focus Partners Advisor Solutions, LLC: 55,022 shares

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

  7. period ended2024-12-31
    13F/A 104,597 shares
    Change vs previous 13F +17,844 shares

    0.02% of the 13F portfolio, value $7,471,508.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 47,516 shares
    • Focus Partners Advisor Solutions, LLC: 57,081 shares

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

  8. period ended2024-09-30
    13F 86,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,078,079.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,804 shares
    • Focus Partners Advisor Solutions, LLC: 40,949 shares

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