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Focus Partners Wealth: STT position timeline

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

Focus Partners Wealth held 121,277 STT 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 121,277 shares
    Change vs previous 13F -5,119 shares

    0.02% of the 13F portfolio, value $20,569,151.

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

    • Focus Partners Wealth: 118,422 shares
    • Focus Partners Advisor Solutions, LLC: 2,855 shares

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

  2. period ended2026-03-31
    13F 126,396 shares
    Change vs previous 13F +12,916 shares

    0.02% of the 13F portfolio, value $16,150,441.

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

    • Focus Partners Wealth: 124,139 shares
    • Focus Partners Advisor Solutions, LLC: 2,257 shares

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

  3. period ended2025-12-31
    13F 113,480 shares
    Change vs previous 13F +56,063 shares

    0.02% of the 13F portfolio, value $14,640,264.

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

    • Focus Partners Wealth: 109,664 shares
    • Focus Partners Advisor Solutions, LLC: 3,816 shares

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

  4. period ended2025-09-30
    13F 57,417 shares
    Change vs previous 13F +4,980 shares

    0.01% of the 13F portfolio, value $6,671,906.

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

    • Focus Partners Wealth: 52,777 shares
    • Focus Partners Advisor Solutions, LLC: 4,640 shares

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

  5. period ended2025-06-30
    13F 52,437 shares
    Change vs previous 13F +6,718 shares

    0.01% of the 13F portfolio, value $5,575,765.

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

    • Focus Partners Wealth: 49,582 shares
    • Focus Partners Advisor Solutions, LLC: 2,855 shares

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

  6. period ended2025-03-31
    13F/A 45,719 shares
    Change vs previous 13F -1,065 shares

    0.01% of the 13F portfolio, value $4,093,237.

    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 46,784 shares
    Change vs previous 13F +37,117 shares

    0.01% of the 13F portfolio, value $4,591,933.

    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 9,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $855,250.

    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).