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Disclosery

Focus Partners Wealth: SU position timeline

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

Focus Partners Wealth held 705,947 SU 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 705,947 shares
    Change vs previous 13F -30,458 shares

    0.03% of the 13F portfolio, value $37,895,224.

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

    • Focus Partners Wealth: 698,283 shares
    • Focus Partners Advisor Solutions, LLC: 7,664 shares

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

  2. period ended2026-03-31
    13F 736,405 shares
    Change vs previous 13F -2,677 shares

    0.05% of the 13F portfolio, value $48,683,766.

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

    • Focus Partners Wealth: 728,508 shares
    • Focus Partners Advisor Solutions, LLC: 7,897 shares

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

  3. period ended2025-12-31
    13F 739,082 shares
    Change vs previous 13F -35,812 shares

    0.04% of the 13F portfolio, value $32,746,893.

    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 774,894 shares
    Change vs previous 13F -9,953 shares

    0.05% of the 13F portfolio, value $32,398,349.

    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 784,847 shares
    Change vs previous 13F -12,120 shares

    0.06% of the 13F portfolio, value $29,392,530.

    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 796,967 shares
    Change vs previous 13F +10,458 shares

    0.08% of the 13F portfolio, value $30,858,592.

    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 786,509 shares
    Change vs previous 13F -39,715 shares

    0.07% of the 13F portfolio, value $28,062,722.

    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 826,224 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $30,614,250.

    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).