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Focus Partners Wealth: AVEM position timeline

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

Focus Partners Wealth held 2,343,649 AVEM 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 2,343,649 shares
    Change vs previous 13F +88,474 shares

    0.21% of the 13F portfolio, value $226,138,841.

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

    • Focus Partners Wealth: 1,639,286 shares
    • Focus Partners Advisor Solutions, LLC: 704,363 shares

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

  2. period ended2026-03-31
    13F 2,255,175 shares
    Change vs previous 13F +56,581 shares

    0.19% of the 13F portfolio, value $190,743,053.

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

    • Focus Partners Wealth: 1,712,397 shares
    • Focus Partners Advisor Solutions, LLC: 542,778 shares

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

  3. period ended2025-12-31
    13F 2,198,594 shares
    Change vs previous 13F +196,983 shares

    0.18% of the 13F portfolio, value $169,335,774.

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

    • Focus Partners Wealth: 1,738,339 shares
    • Focus Partners Advisor Solutions, LLC: 460,255 shares

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

  4. period ended2025-09-30
    13F 2,001,611 shares
    Change vs previous 13F -175,876 shares

    0.21% of the 13F portfolio, value $150,381,062.

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

    • Focus Partners Wealth: 1,740,003 shares
    • Focus Partners Advisor Solutions, LLC: 261,608 shares

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

  5. period ended2025-06-30
    13F 2,177,487 shares
    Change vs previous 13F +1,275,385 shares

    0.28% of the 13F portfolio, value $149,244,970.

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

    • Focus Partners Wealth: 1,705,255 shares
    • Focus Partners Advisor Solutions, LLC: 472,232 shares

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

  6. period ended2025-03-31
    13F/A 902,102 shares
    Change vs previous 13F +160,682 shares

    0.12% of the 13F portfolio, value $54,279,467.

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

    • Focus Partners Wealth: 515,464 shares
    • Focus Partners Advisor Solutions, LLC: 386,638 shares

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

  7. period ended2024-12-31
    13F/A 741,420 shares
    Change vs previous 13F +107,566 shares

    0.1% of the 13F portfolio, value $43,588,064.

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

    • Focus Partners Wealth: 376,653 shares
    • Focus Partners Advisor Solutions, LLC: 364,767 shares

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

  8. period ended2024-09-30
    13F 633,854 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $40,946,994.

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

    • Focus Partners Wealth: 330,913 shares
    • Focus Partners Advisor Solutions, LLC: 302,941 shares

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