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Disclosery

Focus Partners Wealth: SVM position timeline

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

Focus Partners Wealth held 19,497 SVM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,497 shares
    Change vs previous 13F -12,484 shares

    <0.01% of the 13F portfolio, value $196,920.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 19,497 shares

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

  2. period ended2026-03-31
    13F 31,981 shares
    Change vs previous 13F +7,349 shares

    <0.01% of the 13F portfolio, value $343,476.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,456 shares
    • Focus Partners Advisor Solutions, LLC: 18,525 shares

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

  3. period ended2025-12-31
    13F 24,632 shares
    Change vs previous 13F +13,206 shares

    <0.01% of the 13F portfolio, value $205,431.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,426 shares
    • Focus Partners Advisor Solutions, LLC: 13,206 shares

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

  4. period ended2025-09-30
    13F 11,426 shares
    Change vs previous 13F -355 shares

    <0.01% of the 13F portfolio, value $72,212.

    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 11,781 shares
    Change vs previous 13F -2,219 shares

    <0.01% of the 13F portfolio, value $49,716.

    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 14,000 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $54,180.

    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 14,300 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $42,900.

    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 14,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,491.

    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).