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Focus Partners Wealth: SSB position timeline

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

Focus Partners Wealth held 3,310 SSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,310 shares
    Change vs previous 13F +822 shares

    <0.01% of the 13F portfolio, value $330,724.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 2,488 shares
    Change vs previous 13F -22,798 shares

    <0.01% of the 13F portfolio, value $230,234.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 2,488 shares

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

  3. period ended2025-12-31
    13F 25,286 shares
    Change vs previous 13F +22,062 shares

    <0.01% of the 13F portfolio, value $2,379,717.

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

    • Focus Partners Wealth: 22,875 shares
    • Focus Partners Advisor Solutions, LLC: 2,411 shares

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

  4. period ended2025-09-30
    13F 3,224 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,169.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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