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Focus Partners Wealth: SPYV position timeline

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

Focus Partners Wealth held 404,139 SPYV 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 404,139 shares
    Change vs previous 13F +8,586 shares

    0.02% of the 13F portfolio, value $24,567,685.

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

    • Focus Partners Wealth: 275,286 shares
    • Focus Partners Advisor Solutions, LLC: 128,853 shares

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

  2. period ended2026-03-31
    13F 395,553 shares
    Change vs previous 13F +10,881 shares

    0.02% of the 13F portfolio, value $22,380,402.

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

    • Focus Partners Wealth: 273,956 shares
    • Focus Partners Advisor Solutions, LLC: 121,597 shares

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

  3. period ended2025-12-31
    13F 384,672 shares
    Change vs previous 13F +90,708 shares

    0.02% of the 13F portfolio, value $21,853,375.

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

    • Focus Partners Wealth: 267,201 shares
    • Focus Partners Advisor Solutions, LLC: 117,471 shares

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

  4. period ended2025-09-30
    13F 293,964 shares
    Change vs previous 13F -19,302 shares

    0.02% of the 13F portfolio, value $16,271,151.

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

    • Focus Partners Wealth: 172,323 shares
    • Focus Partners Advisor Solutions, LLC: 121,641 shares

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

  5. period ended2025-06-30
    13F 313,266 shares
    Change vs previous 13F +2,967 shares

    0.03% of the 13F portfolio, value $16,396,414.

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

    • Focus Partners Wealth: 189,869 shares
    • Focus Partners Advisor Solutions, LLC: 123,397 shares

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

  6. period ended2025-03-31
    13F/A 310,299 shares
    Change vs previous 13F -2,308 shares

    0.03% of the 13F portfolio, value $15,847,115.

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

    • Focus Partners Wealth: 185,846 shares
    • Focus Partners Advisor Solutions, LLC: 124,453 shares

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

  7. period ended2024-12-31
    13F/A 312,607 shares
    Change vs previous 13F +74,540 shares

    0.04% of the 13F portfolio, value $15,986,746.

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

    • Focus Partners Wealth: 190,254 shares
    • Focus Partners Advisor Solutions, LLC: 122,353 shares

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

  8. period ended2024-09-30
    13F 238,067 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,584,218.

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

    • Focus Partners Wealth: 174,311 shares
    • Focus Partners Advisor Solutions, LLC: 63,756 shares

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