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Focus Partners Wealth: SPY position timeline

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

Focus Partners Wealth held 2,414,331 SPY 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 2,414,331 shares
    Change vs previous 13F -49,011 shares

    1.55% of the 13F portfolio, value $1,693,072,531.

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

    • Focus Partners Wealth: 2,355,908 shares
    • Focus Partners Advisor Solutions, LLC: 58,423 shares

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

  2. period ended2026-03-31
    13F 2,463,342 shares
    Change vs previous 13F -422,035 shares

    1.49% of the 13F portfolio, value $1,487,653,150.

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

    • Focus Partners Wealth: 2,429,375 shares
    • Focus Partners Advisor Solutions, LLC: 33,967 shares

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

  3. period ended2025-12-31
    13F 2,885,377 shares
    Change vs previous 13F +387,857 shares

    1.7% of the 13F portfolio, value $1,625,500,820.

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

    • Focus Partners Wealth: 2,853,451 shares
    • Focus Partners Advisor Solutions, LLC: 31,926 shares

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

  4. period ended2025-09-30
    13F 2,497,520 shares
    Change vs previous 13F +1,356,455 shares

    2.02% of the 13F portfolio, value $1,433,516,256.

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

    • Focus Partners Wealth: 2,462,854 shares
    • Focus Partners Advisor Solutions, LLC: 34,666 shares

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

  5. period ended2025-06-30
    13F 1,141,065 shares
    Change vs previous 13F +280,643 shares

    1.31% of the 13F portfolio, value $705,156,717.

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

    • Focus Partners Wealth: 1,118,972 shares
    • Focus Partners Advisor Solutions, LLC: 22,093 shares

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

  6. period ended2025-03-31
    13F/A 860,422 shares
    Change vs previous 13F -26,858 shares

    1.04% of the 13F portfolio, value $481,479,945.

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

    • Focus Partners Wealth: 841,691 shares
    • Focus Partners Advisor Solutions, LLC: 18,731 shares

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

  7. period ended2024-12-31
    13F/A 887,280 shares
    Change vs previous 13F +291,513 shares

    1.17% of the 13F portfolio, value $520,208,868.

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

    • Focus Partners Wealth: 874,804 shares
    • Focus Partners Advisor Solutions, LLC: 12,476 shares

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

  8. period ended2024-09-30
    13F 595,767 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $340,803,144.

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

    • Focus Partners Wealth: 579,787 shares
    • Focus Partners Advisor Solutions, LLC: 15,980 shares

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