Skip to content
Disclosery

Focus Partners Wealth: SYLD position timeline

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

Focus Partners Wealth held 390,124 SYLD 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 390,124 shares
    Change vs previous 13F +11,084 shares

    0.03% of the 13F portfolio, value $30,853,742.

    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 379,040 shares
    Change vs previous 13F +16,994 shares

    0.03% of the 13F portfolio, value $28,583,432.

    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 362,046 shares
    Change vs previous 13F +10,291 shares

    0.03% of the 13F portfolio, value $25,169,503.

    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 351,755 shares
    Change vs previous 13F +12,524 shares

    0.04% of the 13F portfolio, value $24,151,565.

    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 339,231 shares
    Change vs previous 13F -10,166 shares

    0.05% of the 13F portfolio, value $22,060,206.

    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 349,397 shares
    Change vs previous 13F +14,911 shares

    0.06% of the 13F portfolio, value $22,291,560.

    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 334,486 shares
    Change vs previous 13F -307,887 shares

    0.06% of the 13F portfolio, value $22,902,339.

    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 642,373 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $29,907,962.

    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).