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Focus Partners Wealth: AVES position timeline

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

Focus Partners Wealth held 798,908 AVES 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 798,908 shares
    Change vs previous 13F -26,386 shares

    0.05% of the 13F portfolio, value $52,408,454.

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

    • Focus Partners Wealth: 709,779 shares
    • Focus Partners Advisor Solutions, LLC: 89,129 shares

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

  2. period ended2026-03-31
    13F 825,294 shares
    Change vs previous 13F -5,172 shares

    0.05% of the 13F portfolio, value $49,501,181.

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

    • Focus Partners Wealth: 737,513 shares
    • Focus Partners Advisor Solutions, LLC: 87,781 shares

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

  3. period ended2025-12-31
    13F 830,466 shares
    Change vs previous 13F -385,998 shares

    0.05% of the 13F portfolio, value $48,424,533.

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

    • Focus Partners Wealth: 737,385 shares
    • Focus Partners Advisor Solutions, LLC: 93,081 shares

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

  4. period ended2025-09-30
    13F 1,216,464 shares
    Change vs previous 13F +209,549 shares

    0.1% of the 13F portfolio, value $70,230,683.

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

    • Focus Partners Wealth: 800,470 shares
    • Focus Partners Advisor Solutions, LLC: 415,994 shares

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

  5. period ended2025-06-30
    13F 1,006,915 shares
    Change vs previous 13F +75,014 shares

    0.1% of the 13F portfolio, value $53,919,063.

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

    • Focus Partners Wealth: 757,466 shares
    • Focus Partners Advisor Solutions, LLC: 249,449 shares

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

  6. period ended2025-03-31
    13F/A 931,901 shares
    Change vs previous 13F +816,529 shares

    0.09% of the 13F portfolio, value $43,948,464.

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

    • Focus Partners Wealth: 832,321 shares
    • Focus Partners Advisor Solutions, LLC: 99,580 shares

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

  7. period ended2024-12-31
    13F/A 115,372 shares
    Change vs previous 13F +93,099 shares

    0.01% of the 13F portfolio, value $5,330,217.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,299 shares
    • Focus Partners Advisor Solutions, LLC: 93,073 shares

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

  8. period ended2024-09-30
    13F 22,273 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,161,316.

    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).