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Focus Partners Wealth: SSNC position timeline

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

Focus Partners Wealth held 73,422 SSNC 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 73,422 shares
    Change vs previous 13F +33,396 shares

    <0.01% of the 13F portfolio, value $4,555,871.

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

    • Focus Partners Wealth: 61,012 shares
    • Focus Partners Advisor Solutions, LLC: 12,410 shares

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

  2. period ended2026-03-31
    13F 40,026 shares
    Change vs previous 13F -1,002 shares

    <0.01% of the 13F portfolio, value $2,713,518.

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

    • Focus Partners Wealth: 36,159 shares
    • Focus Partners Advisor Solutions, LLC: 3,867 shares

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

  3. period ended2025-12-31
    13F 41,028 shares
    Change vs previous 13F +25,708 shares

    <0.01% of the 13F portfolio, value $3,586,695.

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

    • Focus Partners Wealth: 34,100 shares
    • Focus Partners Advisor Solutions, LLC: 6,928 shares

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

  4. period ended2025-09-30
    13F 15,320 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $1,327,847.

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

    • Focus Partners Wealth: 4,943 shares
    • Focus Partners Advisor Solutions, LLC: 10,377 shares

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

  5. period ended2025-06-30
    13F 14,936 shares
    Change vs previous 13F +975 shares

    <0.01% of the 13F portfolio, value $1,236,541.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,642 shares
    • Focus Partners Advisor Solutions, LLC: 8,294 shares

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

  6. period ended2025-03-31
    13F/A 13,961 shares
    Change vs previous 13F +7,030 shares

    <0.01% of the 13F portfolio, value $1,166,099.

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

    • Focus Partners Wealth: 9,362 shares
    • Focus Partners Advisor Solutions, LLC: 4,599 shares

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

  7. period ended2024-12-31
    13F/A 6,931 shares
    Change vs previous 13F +4,009 shares

    <0.01% of the 13F portfolio, value $525,255.

    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 2,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,842.

    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).