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Focus Partners Wealth: STLA position timeline

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

Focus Partners Wealth held 82,382 STLA 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 82,382 shares
    Change vs previous 13F +42,205 shares

    <0.01% of the 13F portfolio, value $472,878.

    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 40,177 shares
    Change vs previous 13F +6,954 shares

    <0.01% of the 13F portfolio, value $338,487.

    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 33,223 shares
    Change vs previous 13F +15,854 shares

    <0.01% of the 13F portfolio, value $354,246.

    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 17,369 shares
    Change vs previous 13F -2,649 shares

    <0.01% of the 13F portfolio, value $162,230.

    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 20,018 shares
    Change vs previous 13F +4,757 shares

    <0.01% of the 13F portfolio, value $200,783.

    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 15,261 shares
    Change vs previous 13F +4,135 shares

    <0.01% of the 13F portfolio, value $171,074.

    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 11,126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,193.

    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).