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Disclosery

Focus Partners Wealth: SWKS position timeline

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

Focus Partners Wealth held 41,404 SWKS 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 41,404 shares
    Change vs previous 13F -11,788 shares

    <0.01% of the 13F portfolio, value $2,807,236.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 53,192 shares
    Change vs previous 13F -719 shares

    <0.01% of the 13F portfolio, value $2,905,951.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 53,911 shares
    Change vs previous 13F +39,920 shares

    <0.01% of the 13F portfolio, value $3,425,288.

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

    • Focus Partners Wealth: 53,911 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 13,991 shares
    Change vs previous 13F +3,022 shares

    <0.01% of the 13F portfolio, value $1,048,713.

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

    • Focus Partners Wealth: 8,534 shares
    • Focus Partners Advisor Solutions, LLC: 5,457 shares

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

  5. period ended2025-06-30
    13F 10,969 shares
    Change vs previous 13F -1,591 shares

    <0.01% of the 13F portfolio, value $817,410.

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

    • Focus Partners Wealth: 6,340 shares
    • Focus Partners Advisor Solutions, LLC: 4,629 shares

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

  6. period ended2025-03-31
    13F/A 12,560 shares
    Change vs previous 13F +7,391 shares

    <0.01% of the 13F portfolio, value $811,767.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,451 shares
    • Focus Partners Advisor Solutions, LLC: 3,109 shares

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

  7. period ended2024-12-31
    13F/A 5,169 shares
    Change vs previous 13F +5,169 shares

    <0.01% of the 13F portfolio, value $458,387.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.