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Focus Partners Wealth: AVLV position timeline

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

Focus Partners Wealth held 3,377,500 AVLV 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 3,377,500 shares
    Change vs previous 13F +525,967 shares

    0.28% of the 13F portfolio, value $308,061,971.

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

    • Focus Partners Wealth: 2,734,778 shares
    • Focus Partners Advisor Solutions, LLC: 642,722 shares

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

  2. period ended2026-03-31
    13F 2,851,533 shares
    Change vs previous 13F +308,638 shares

    0.23% of the 13F portfolio, value $230,237,790.

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

    • Focus Partners Wealth: 2,504,756 shares
    • Focus Partners Advisor Solutions, LLC: 346,777 shares

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

  3. period ended2025-12-31
    13F 2,542,895 shares
    Change vs previous 13F -1,028,416 shares

    0.2% of the 13F portfolio, value $192,675,214.

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

    • Focus Partners Wealth: 2,210,192 shares
    • Focus Partners Advisor Solutions, LLC: 332,703 shares

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

  4. period ended2025-09-30
    13F 3,571,311 shares
    Change vs previous 13F +701,787 shares

    0.37% of the 13F portfolio, value $259,462,403.

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

    • Focus Partners Wealth: 2,076,173 shares
    • Focus Partners Advisor Solutions, LLC: 1,495,138 shares

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

  5. period ended2025-06-30
    13F 2,869,524 shares
    Change vs previous 13F +568,933 shares

    0.36% of the 13F portfolio, value $195,718,461.

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

    • Focus Partners Wealth: 2,038,599 shares
    • Focus Partners Advisor Solutions, LLC: 830,925 shares

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

  6. period ended2025-03-31
    13F/A 2,300,591 shares
    Change vs previous 13F +2,066,721 shares

    0.32% of the 13F portfolio, value $150,021,558.

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

    • Focus Partners Wealth: 2,041,684 shares
    • Focus Partners Advisor Solutions, LLC: 258,907 shares

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

  7. period ended2024-12-31
    13F/A 233,870 shares
    Change vs previous 13F +52,633 shares

    0.04% of the 13F portfolio, value $15,615,630.

    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: 80,868 shares
    • Focus Partners Advisor Solutions, LLC: 153,002 shares

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

  8. period ended2024-09-30
    13F 181,237 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,930,855.

    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: 72,179 shares
    • Focus Partners Advisor Solutions, LLC: 109,058 shares

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