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Focus Partners Wealth: AVSD position timeline

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

Focus Partners Wealth held 56,015 AVSD 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 56,015 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $4,474,792.

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

    • Focus Partners Wealth: 38,641 shares
    • Focus Partners Advisor Solutions, LLC: 17,374 shares

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

  2. period ended2026-03-31
    13F 56,107 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $4,132,131.

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

    • Focus Partners Wealth: 40,070 shares
    • Focus Partners Advisor Solutions, LLC: 16,037 shares

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

  3. period ended2025-12-31
    13F 53,614 shares
    Change vs previous 13F -32,724 shares

    <0.01% of the 13F portfolio, value $3,981,462.

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

    • Focus Partners Wealth: 40,070 shares
    • Focus Partners Advisor Solutions, LLC: 13,544 shares

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

  4. period ended2025-09-30
    13F 86,338 shares
    Change vs previous 13F +14,106 shares

    0.01% of the 13F portfolio, value $6,195,945.

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

    • Focus Partners Wealth: 64,434 shares
    • Focus Partners Advisor Solutions, LLC: 21,904 shares

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

  5. period ended2025-06-30
    13F 72,232 shares
    Change vs previous 13F -1,456 shares

    0.01% of the 13F portfolio, value $4,879,501.

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

    • Focus Partners Wealth: 66,718 shares
    • Focus Partners Advisor Solutions, LLC: 5,514 shares

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

  6. period ended2025-03-31
    13F/A 73,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,419,857.

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

    • Focus Partners Wealth: 68,995 shares
    • Focus Partners Advisor Solutions, LLC: 4,693 shares

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