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Disclosery

Focus Partners Wealth: SRLN position timeline

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

Focus Partners Wealth held 18,226 SRLN 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 18,226 shares
    Change vs previous 13F -671 shares

    <0.01% of the 13F portfolio, value $734,310.

    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 18,897 shares
    Change vs previous 13F -2,350 shares

    <0.01% of the 13F portfolio, value $758,540.

    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 21,247 shares
    Change vs previous 13F +9,965 shares

    <0.01% of the 13F portfolio, value $879,797.

    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 11,282 shares
    Change vs previous 13F -980 shares

    <0.01% of the 13F portfolio, value $469,106.

    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 12,262 shares
    Change vs previous 13F +2,389 shares

    <0.01% of the 13F portfolio, value $509,989.

    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 9,873 shares
    Change vs previous 13F -2,472 shares

    <0.01% of the 13F portfolio, value $406,082.

    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 12,345 shares
    Change vs previous 13F -728 shares

    <0.01% of the 13F portfolio, value $515,192.

    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 13,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $545,945.

    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).