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Focus Partners Wealth: ACWV position timeline

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

Focus Partners Wealth held 13,780 ACWV 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 13,780 shares
    Change vs previous 13F +1,993 shares

    <0.01% of the 13F portfolio, value $1,656,944.

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

    • Focus Partners Wealth: 11,010 shares
    • Focus Partners Advisor Solutions, LLC: 2,770 shares

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

  2. period ended2026-03-31
    13F 11,787 shares
    Change vs previous 13F -1,726 shares

    <0.01% of the 13F portfolio, value $1,613,863.

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

    • Focus Partners Wealth: 9,272 shares
    • Focus Partners Advisor Solutions, LLC: 2,515 shares

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

  3. period ended2025-12-31
    13F 13,513 shares
    Change vs previous 13F +5,000 shares

    <0.01% of the 13F portfolio, value $1,604,669.

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

    • Focus Partners Wealth: 10,843 shares
    • Focus Partners Advisor Solutions, LLC: 2,670 shares

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

  4. period ended2025-09-30
    13F 8,513 shares
    Change vs previous 13F +3,156 shares

    <0.01% of the 13F portfolio, value $1,018,249.

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

    • Focus Partners Wealth: 4,463 shares
    • Focus Partners Advisor Solutions, LLC: 4,050 shares

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

  5. period ended2025-06-30
    13F 5,357 shares
    Change vs previous 13F -980 shares

    <0.01% of the 13F portfolio, value $635,343.

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

    • Focus Partners Wealth: 3,158 shares
    • Focus Partners Advisor Solutions, LLC: 2,199 shares

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

  6. period ended2025-03-31
    13F/A 6,337 shares
    Change vs previous 13F +1,867 shares

    <0.01% of the 13F portfolio, value $737,527.

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

    • Focus Partners Wealth: 4,470 shares
    • Focus Partners Advisor Solutions, LLC: 1,867 shares

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

  7. period ended2024-12-31
    13F/A 4,470 shares
    Change vs previous 13F -6,793 shares

    <0.01% of the 13F portfolio, value $488,115.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,470 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 11,263 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,290,065.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,790 shares
    • Focus Partners Advisor Solutions, LLC: 2,473 shares

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