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Disclosery

Focus Partners Wealth: AIVL position timeline

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

Focus Partners Wealth held 4,852 AIVL 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 4,852 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $636,209.

    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 5,049 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $580,158.

    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 5,043 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $579,878.

    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 5,100 shares
    Change vs previous 13F -1,814 shares

    <0.01% of the 13F portfolio, value $582,764.

    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 6,914 shares
    Change vs previous 13F +1,059 shares

    <0.01% of the 13F portfolio, value $781,678.

    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 5,855 shares
    Change vs previous 13F -1,977 shares

    <0.01% of the 13F portfolio, value $642,807.

    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 7,832 shares
    Change vs previous 13F +5,937 shares

    <0.01% of the 13F portfolio, value $834,240.

    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 1,895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,914.

    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).