Skip to content

Focus Partners Wealth: SPTS position timeline

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

Focus Partners Wealth held 2,106,343 SPTS 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 2,106,343 shares
    Change vs previous 13F +1,229,192 shares

    0.06% of the 13F portfolio, value $61,105,024.

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

    • Focus Partners Wealth: 2,034,811 shares
    • Focus Partners Advisor Solutions, LLC: 71,532 shares

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

  2. period ended2026-03-31
    13F 877,151 shares
    Change vs previous 13F +123,420 shares

    0.03% of the 13F portfolio, value $25,716,826.

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

    • Focus Partners Wealth: 877,151 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 753,731 shares
    Change vs previous 13F +594,961 shares

    0.02% of the 13F portfolio, value $22,069,421.

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

    • Focus Partners Wealth: 700,462 shares
    • Focus Partners Advisor Solutions, LLC: 53,269 shares

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

  4. period ended2025-09-30
    13F 158,770 shares
    Change vs previous 13F +115,179 shares

    0.01% of the 13F portfolio, value $4,650,243.

    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: 75,192 shares
    • Focus Partners Advisor Solutions, LLC: 83,578 shares

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

  5. period ended2025-06-30
    13F 43,591 shares
    Change vs previous 13F -1,472 shares

    <0.01% of the 13F portfolio, value $1,276,816.

    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: 15,681 shares
    • Focus Partners Advisor Solutions, LLC: 27,910 shares

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

  6. period ended2025-03-31
    13F/A 45,063 shares
    Change vs previous 13F +15,254 shares

    <0.01% of the 13F portfolio, value $1,317,653.

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

    • Focus Partners Wealth: 26,931 shares
    • Focus Partners Advisor Solutions, LLC: 18,132 shares

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

  7. period ended2024-12-31
    13F/A 29,809 shares
    Change vs previous 13F -12,534 shares

    <0.01% of the 13F portfolio, value $864,776.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,809 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 42,343 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,249,304.

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

    • Focus Partners Wealth: 27,914 shares
    • Focus Partners Advisor Solutions, LLC: 14,429 shares

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