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Focus Partners Wealth: SPYM position timeline

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

Focus Partners Wealth held 887,689 SPYM 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 887,689 shares
    Change vs previous 13F +52,220 shares

    0.07% of the 13F portfolio, value $78,010,255.

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

    • Focus Partners Wealth: 652,358 shares
    • Focus Partners Advisor Solutions, LLC: 235,331 shares

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

  2. period ended2026-03-31
    13F 835,469 shares
    Change vs previous 13F -79,970 shares

    0.06% of the 13F portfolio, value $63,946,870.

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

    • Focus Partners Wealth: 624,460 shares
    • Focus Partners Advisor Solutions, LLC: 211,009 shares

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

  3. period ended2025-12-31
    13F 915,439 shares
    Change vs previous 13F +653,106 shares

    0.08% of the 13F portfolio, value $73,436,657.

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

    • Focus Partners Wealth: 676,211 shares
    • Focus Partners Advisor Solutions, LLC: 239,228 shares

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

  4. period ended2025-09-30
    13F 262,333 shares
    Change vs previous 13F -48,436 shares

    0.03% of the 13F portfolio, value $20,586,568.

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

    • Focus Partners Wealth: 242,888 shares
    • Focus Partners Advisor Solutions, LLC: 19,445 shares

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

  5. period ended2025-06-30
    13F 310,769 shares
    Change vs previous 13F +186,314 shares

    0.04% of the 13F portfolio, value $22,589,848.

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

    • Focus Partners Wealth: 232,647 shares
    • Focus Partners Advisor Solutions, LLC: 78,122 shares

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

  6. period ended2025-03-31
    13F/A 124,455 shares
    Change vs previous 13F -222,890 shares

    0.02% of the 13F portfolio, value $8,184,228.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,509 shares
    • Focus Partners Advisor Solutions, LLC: 87,946 shares

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

  7. period ended2024-12-31
    13F/A 347,345 shares
    Change vs previous 13F +277,376 shares

    0.05% of the 13F portfolio, value $23,946,179.

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

    • Focus Partners Wealth: 241,282 shares
    • Focus Partners Advisor Solutions, LLC: 106,063 shares

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

  8. period ended2024-09-30
    13F 69,969 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,712,694.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,598 shares
    • Focus Partners Advisor Solutions, LLC: 45,371 shares

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