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Focus Partners Wealth: STPZ position timeline

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

Focus Partners Wealth held 135,529 STPZ 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 135,529 shares
    Change vs previous 13F +15,433 shares

    0.01% of the 13F portfolio, value $7,229,114.

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

    • Focus Partners Wealth: 83,067 shares
    • Focus Partners Advisor Solutions, LLC: 52,462 shares

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

  2. period ended2026-03-31
    13F 120,096 shares
    Change vs previous 13F +51,976 shares

    0.01% of the 13F portfolio, value $6,498,020.

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

    • Focus Partners Wealth: 66,851 shares
    • Focus Partners Advisor Solutions, LLC: 53,245 shares

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

  3. period ended2025-12-31
    13F 68,120 shares
    Change vs previous 13F -22,518 shares

    <0.01% of the 13F portfolio, value $3,655,347.

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

    • Focus Partners Wealth: 68,120 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 90,638 shares
    Change vs previous 13F -10,312 shares

    0.01% of the 13F portfolio, value $4,909,588.

    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: 31,783 shares
    • Focus Partners Advisor Solutions, LLC: 58,855 shares

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

  5. period ended2025-06-30
    13F 100,950 shares
    Change vs previous 13F -1,182 shares

    0.01% of the 13F portfolio, value $5,432,119.

    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: 34,885 shares
    • Focus Partners Advisor Solutions, LLC: 66,065 shares

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

  6. period ended2025-03-31
    13F/A 102,132 shares
    Change vs previous 13F -2,770 shares

    0.01% of the 13F portfolio, value $5,517,170.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,971 shares
    • Focus Partners Advisor Solutions, LLC: 67,161 shares

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

  7. period ended2024-12-31
    13F/A 104,902 shares
    Change vs previous 13F -47,015 shares

    0.01% of the 13F portfolio, value $5,486,291.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,773 shares
    • Focus Partners Advisor Solutions, LLC: 68,129 shares

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

  8. period ended2024-09-30
    13F 151,917 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,025,000.

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

    • Focus Partners Wealth: 82,500 shares
    • Focus Partners Advisor Solutions, LLC: 69,417 shares

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