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Disclosery

Focus Partners Wealth: AVPT position timeline

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

Focus Partners Wealth held 18,174 AVPT 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 18,174 shares
    Change vs previous 13F -8,588 shares

    <0.01% of the 13F portfolio, value $203,730.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 26,762 shares
    Change vs previous 13F +1,059 shares

    <0.01% of the 13F portfolio, value $254,992.

    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 25,703 shares
    Change vs previous 13F -1,167 shares

    <0.01% of the 13F portfolio, value $357,015.

    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 26,870 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $570,226.

    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 26,522 shares
    Change vs previous 13F -24,512 shares

    <0.01% of the 13F portfolio, value $512,141.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 51,034 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $736,932.

    13F-HR/A 0001085146-25-003391 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).