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Focus Partners Wealth: STRL position timeline

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

Focus Partners Wealth held 3,438 STRL 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 3,438 shares
    Change vs previous 13F +379 shares

    <0.01% of the 13F portfolio, value $2,882,855.

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

    • Focus Partners Wealth: 2,831 shares
    • Focus Partners Advisor Solutions, LLC: 607 shares

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

  2. period ended2026-03-31
    13F 3,059 shares
    Change vs previous 13F +909 shares

    <0.01% of the 13F portfolio, value $1,246,174.

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

    • Focus Partners Wealth: 2,485 shares
    • Focus Partners Advisor Solutions, LLC: 574 shares

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

  3. period ended2025-12-31
    13F 2,150 shares
    Change vs previous 13F -864 shares

    <0.01% of the 13F portfolio, value $658,360.

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

    • Focus Partners Wealth: 2,150 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 3,014 shares
    Change vs previous 13F -1,015 shares

    <0.01% of the 13F portfolio, value $1,084,996.

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

    • Focus Partners Wealth: 1,898 shares
    • Focus Partners Advisor Solutions, LLC: 1,116 shares

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

  5. period ended2025-06-30
    13F 4,029 shares
    Change vs previous 13F +1,716 shares

    <0.01% of the 13F portfolio, value $929,586.

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

    • Focus Partners Wealth: 2,767 shares
    • Focus Partners Advisor Solutions, LLC: 1,262 shares

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

  6. period ended2025-03-31
    13F/A 2,313 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $261,855.

    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 2,034 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,627.

    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).