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Disclosery

Advus Financial Partners, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on OEF, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 8,648 OEF shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,648 shares
    Change vs previous 13F -2,108 shares

    0.9% of the 13F portfolio, value $3,164,044.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 10,756 shares
    Change vs previous 13F +2,057 shares

    1.3% of the 13F portfolio, value $3,421,161.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 8,699 shares
    Change vs previous 13F +2,368 shares

    1.07% of the 13F portfolio, value $2,983,496.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 6,331 shares
    Change vs previous 13F +2,299 shares

    0.78% of the 13F portfolio, value $2,107,210.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 4,032 shares
    Change vs previous 13F +2,644 shares

    0.48% of the 13F portfolio, value $1,227,139.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 1,388 shares
    Change vs previous 13F +1,388 shares

    0.16% of the 13F portfolio, value $375,912.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -1,239 shares

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

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

  8. period ended2024-09-30
    13F/A 1,239 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $342,906.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested