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Focus Partners Wealth: STE position timeline

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

Focus Partners Wealth held 24,795 STE 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 24,795 shares
    Change vs previous 13F +8,704 shares

    <0.01% of the 13F portfolio, value $5,221,300.

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

    • Focus Partners Wealth: 22,184 shares
    • Focus Partners Advisor Solutions, LLC: 2,611 shares

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

  2. period ended2026-03-31
    13F 16,091 shares
    Change vs previous 13F -8,629 shares

    <0.01% of the 13F portfolio, value $3,638,004.

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

    • Focus Partners Wealth: 13,539 shares
    • Focus Partners Advisor Solutions, LLC: 2,552 shares

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

  3. period ended2025-12-31
    13F 24,720 shares
    Change vs previous 13F +7,010 shares

    0.01% of the 13F portfolio, value $6,267,076.

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

    • Focus Partners Wealth: 18,901 shares
    • Focus Partners Advisor Solutions, LLC: 5,819 shares

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

  4. period ended2025-09-30
    13F 17,710 shares
    Change vs previous 13F +7,198 shares

    0.01% of the 13F portfolio, value $4,430,449.

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

    • Focus Partners Wealth: 13,137 shares
    • Focus Partners Advisor Solutions, LLC: 4,573 shares

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

  5. period ended2025-06-30
    13F 10,512 shares
    Change vs previous 13F +484 shares

    <0.01% of the 13F portfolio, value $2,525,086.

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

    • Focus Partners Wealth: 8,676 shares
    • Focus Partners Advisor Solutions, LLC: 1,836 shares

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

  6. period ended2025-03-31
    13F/A 10,028 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $2,272,946.

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

    • Focus Partners Wealth: 8,751 shares
    • Focus Partners Advisor Solutions, LLC: 1,277 shares

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

  7. period ended2024-12-31
    13F/A 8,422 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $1,731,239.

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

    • Focus Partners Wealth: 8,422 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 8,417 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,041,461.

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

    • Focus Partners Wealth: 7,465 shares
    • Focus Partners Advisor Solutions, LLC: 952 shares

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