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Focus Partners Wealth: SPYG position timeline

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

Focus Partners Wealth held 249,354 SPYG 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 249,354 shares
    Change vs previous 13F +2,208 shares

    0.03% of the 13F portfolio, value $29,670,544.

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

    • Focus Partners Wealth: 239,300 shares
    • Focus Partners Advisor Solutions, LLC: 10,054 shares

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

  2. period ended2026-03-31
    13F 247,146 shares
    Change vs previous 13F -12,656 shares

    0.02% of the 13F portfolio, value $24,197,965.

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

    • Focus Partners Wealth: 238,869 shares
    • Focus Partners Advisor Solutions, LLC: 8,277 shares

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

  3. period ended2025-12-31
    13F 259,802 shares
    Change vs previous 13F +97,721 shares

    0.03% of the 13F portfolio, value $27,720,906.

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

    • Focus Partners Wealth: 249,316 shares
    • Focus Partners Advisor Solutions, LLC: 10,486 shares

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

  4. period ended2025-09-30
    13F 162,081 shares
    Change vs previous 13F +8,188 shares

    0.02% of the 13F portfolio, value $16,946,517.

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

    • Focus Partners Wealth: 159,290 shares
    • Focus Partners Advisor Solutions, LLC: 2,791 shares

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

  5. period ended2025-06-30
    13F 153,893 shares
    Change vs previous 13F +2,489 shares

    0.03% of the 13F portfolio, value $14,669,093.

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

    • Focus Partners Wealth: 143,327 shares
    • Focus Partners Advisor Solutions, LLC: 10,566 shares

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

  6. period ended2025-03-31
    13F/A 151,404 shares
    Change vs previous 13F -2,770 shares

    0.03% of the 13F portfolio, value $12,168,505.

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

    • Focus Partners Wealth: 141,683 shares
    • Focus Partners Advisor Solutions, LLC: 9,721 shares

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

  7. period ended2024-12-31
    13F/A 154,174 shares
    Change vs previous 13F +92,108 shares

    0.03% of the 13F portfolio, value $13,551,972.

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

    • Focus Partners Wealth: 144,929 shares
    • Focus Partners Advisor Solutions, LLC: 9,245 shares

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

  8. period ended2024-09-30
    13F 62,066 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,147,749.

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

    • Focus Partners Wealth: 54,929 shares
    • Focus Partners Advisor Solutions, LLC: 7,137 shares

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