Significant Ownership of Focus Partners Wealth

Signature - Title
Vincent J. Gratch - Deputy Chief Compliance Officer
Location
St Louis, MO
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Focus Partners Wealth.

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Significant Ownership of Focus Partners Wealth

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPEPRC SPECIAL OPPORTUNITIES FUND, INC. 2.75% CONVERTIBLE PREFERRED C 48% $28,427,662 1,147,665 Focus Partners Wealth 01 Jan 2026
SPE SPECIAL OPPORTUNITIES FUND, INC. Common Stock, par value $0.001 per share 13% $21,154,499 1,377,246 Focus Partners Wealth 01 Jan 2026

Schedules 13D/G Reported by Focus Partners Wealth:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.