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Focus Partners Wealth: AVB position timeline

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

Focus Partners Wealth held 4,171 AVB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,171 shares
    Change vs previous 13F +1,983 shares

    <0.01% of the 13F portfolio, value $787,148.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,076 shares
    • Focus Partners Advisor Solutions, LLC: 2,095 shares

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

  2. period ended2026-03-31
    13F 2,188 shares
    Change vs previous 13F -1,312 shares

    <0.01% of the 13F portfolio, value $357,520.

    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 3,500 shares
    Change vs previous 13F -1,256 shares

    <0.01% of the 13F portfolio, value $636,797.

    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 4,756 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $769,490.

    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 4,550 shares
    Change vs previous 13F -391 shares

    <0.01% of the 13F portfolio, value $926,206.

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

    • Focus Partners Wealth: 4,550 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 4,941 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $1,060,700.

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

    • Focus Partners Wealth: 3,320 shares
    • Focus Partners Advisor Solutions, LLC: 1,621 shares

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

  7. period ended2024-12-31
    13F/A 5,783 shares
    Change vs previous 13F +939 shares

    <0.01% of the 13F portfolio, value $1,272,263.

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

    • Focus Partners Wealth: 4,463 shares
    • Focus Partners Advisor Solutions, LLC: 1,320 shares

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

  8. period ended2024-09-30
    13F 4,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,091,288.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,275 shares
    • Focus Partners Advisor Solutions, LLC: 2,569 shares

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