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Focus Partners Wealth: AVSE position timeline

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

Focus Partners Wealth held 159,748 AVSE 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 159,748 shares
    Change vs previous 13F +2,392 shares

    0.01% of the 13F portfolio, value $13,073,286.

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

    • Focus Partners Wealth: 150,692 shares
    • Focus Partners Advisor Solutions, LLC: 9,056 shares

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

  2. period ended2026-03-31
    13F 157,356 shares
    Change vs previous 13F +736 shares

    0.01% of the 13F portfolio, value $10,474,970.

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

    • Focus Partners Wealth: 151,473 shares
    • Focus Partners Advisor Solutions, LLC: 5,883 shares

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

  3. period ended2025-12-31
    13F 156,620 shares
    Change vs previous 13F -8,711 shares

    0.01% of the 13F portfolio, value $10,175,765.

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

    • Focus Partners Wealth: 151,473 shares
    • Focus Partners Advisor Solutions, LLC: 5,147 shares

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

  4. period ended2025-09-30
    13F 165,331 shares
    Change vs previous 13F +15,644 shares

    0.01% of the 13F portfolio, value $10,527,618.

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

    • Focus Partners Wealth: 157,498 shares
    • Focus Partners Advisor Solutions, LLC: 7,833 shares

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

  5. period ended2025-06-30
    13F 149,687 shares
    Change vs previous 13F +136,560 shares

    0.02% of the 13F portfolio, value $8,776,037.

    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 13,127 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $674,452.

    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).