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Focus Partners Wealth: SRFM position timeline

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

Focus Partners Wealth held 88,500 SRFM 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 88,500 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $102,660.

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

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

  2. period ended2026-03-31
    13F 88,672 shares
    Change vs previous 13F -299,159 shares

    <0.01% of the 13F portfolio, value $101,973.

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

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

  3. period ended2025-12-31
    13F 387,831 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $752,392.

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

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

  4. period ended2025-09-30
    13F 385,331 shares
    Change vs previous 13F +60,000 shares

    <0.01% of the 13F portfolio, value $1,653,070.

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

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

  5. period ended2025-06-30
    13F 325,331 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $1,200,471.

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

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

  6. period ended2025-03-31
    13F/A 324,331 shares
    Change vs previous 13F -20,000 shares

    <0.01% of the 13F portfolio, value $865,964.

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

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

  7. period ended2024-12-31
    13F/A 344,331 shares
    Change vs previous 13F -29,066 shares

    <0.01% of the 13F portfolio, value $1,855,944.

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

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

  8. period ended2024-09-30
    13F 373,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $500,352.

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

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