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Focus Partners Wealth: SYF position timeline

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

Focus Partners Wealth held 50,848 SYF 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 50,848 shares
    Change vs previous 13F -55,664 shares

    <0.01% of the 13F portfolio, value $3,868,146.

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

    • Focus Partners Wealth: 50,848 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 106,512 shares
    Change vs previous 13F -222,863 shares

    0.01% of the 13F portfolio, value $7,298,248.

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

    • Focus Partners Wealth: 95,076 shares
    • Focus Partners Advisor Solutions, LLC: 11,436 shares

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

  3. period ended2025-12-31
    13F 329,375 shares
    Change vs previous 13F +316,621 shares

    0.03% of the 13F portfolio, value $27,479,869.

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

    • Focus Partners Wealth: 321,282 shares
    • Focus Partners Advisor Solutions, LLC: 8,093 shares

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

  4. period ended2025-09-30
    13F 12,754 shares
    Change vs previous 13F -6,351 shares

    <0.01% of the 13F portfolio, value $914,624.

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

    • Focus Partners Wealth: 8,184 shares
    • Focus Partners Advisor Solutions, LLC: 4,570 shares

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

  5. period ended2025-06-30
    13F 19,105 shares
    Change vs previous 13F +8,682 shares

    <0.01% of the 13F portfolio, value $1,274,631.

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

    • Focus Partners Wealth: 12,033 shares
    • Focus Partners Advisor Solutions, LLC: 7,072 shares

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

  6. period ended2025-03-31
    13F/A 10,423 shares
    Change vs previous 13F +4,476 shares

    <0.01% of the 13F portfolio, value $551,754.

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

    • Focus Partners Wealth: 6,406 shares
    • Focus Partners Advisor Solutions, LLC: 4,017 shares

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

  7. period ended2024-12-31
    13F/A 5,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386,570.

    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).