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Focus Partners Wealth: AVDV position timeline

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

Focus Partners Wealth held 9,505,350 AVDV 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 9,505,350 shares
    Change vs previous 13F +1,011,698 shares

    0.9% of the 13F portfolio, value $979,527,291.

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

    • Focus Partners Wealth: 4,813,065 shares
    • Focus Partners Advisor Solutions, LLC: 4,692,285 shares

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

  2. period ended2026-03-31
    13F 8,493,652 shares
    Change vs previous 13F +469,917 shares

    0.85% of the 13F portfolio, value $848,167,544.

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

    • Focus Partners Wealth: 4,375,680 shares
    • Focus Partners Advisor Solutions, LLC: 4,117,972 shares

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

  3. period ended2025-12-31
    13F 8,023,735 shares
    Change vs previous 13F +213,863 shares

    0.79% of the 13F portfolio, value $753,990,502.

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

    • Focus Partners Wealth: 4,118,742 shares
    • Focus Partners Advisor Solutions, LLC: 3,904,993 shares

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

  4. period ended2025-09-30
    13F 7,809,872 shares
    Change vs previous 13F +449,583 shares

    0.98% of the 13F portfolio, value $696,887,833.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,766,106 shares
    • Focus Partners Advisor Solutions, LLC: 4,043,766 shares

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

  5. period ended2025-06-30
    13F 7,360,289 shares
    Change vs previous 13F +180,442 shares

    1.09% of the 13F portfolio, value $583,516,456.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,552,546 shares
    • Focus Partners Advisor Solutions, LLC: 3,807,743 shares

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

  6. period ended2025-03-31
    13F/A 7,179,847 shares
    Change vs previous 13F +790,800 shares

    1.08% of the 13F portfolio, value $500,722,632.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,578,494 shares
    • Focus Partners Advisor Solutions, LLC: 3,601,353 shares

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

  7. period ended2024-12-31
    13F/A 6,389,047 shares
    Change vs previous 13F +1,000,289 shares

    0.94% of the 13F portfolio, value $415,799,277.

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

    • Focus Partners Wealth: 3,253,040 shares
    • Focus Partners Advisor Solutions, LLC: 3,136,007 shares

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

  8. period ended2024-09-30
    13F 5,388,758 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $380,823,596.

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

    • Focus Partners Wealth: 2,872,131 shares
    • Focus Partners Advisor Solutions, LLC: 2,516,627 shares

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