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Focus Partners Wealth: AVSF position timeline

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

Focus Partners Wealth held 73,955 AVSF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,955 shares
    Change vs previous 13F -257 shares

    0.03% of the 13F portfolio, value $3,443,944.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 74,212 shares
    Change vs previous 13F +4,528 shares

    0.03% of the 13F portfolio, value $3,473,122.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    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 69,684 shares
    Change vs previous 13F -43,504 shares

    0.04% of the 13F portfolio, value $3,281,071.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 113,188 shares
    Change vs previous 13F +43,217 shares

    0.06% of the 13F portfolio, value $5,325,532.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 69,971 shares
    Change vs previous 13F +2,478 shares

    0.04% of the 13F portfolio, value $3,290,769.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    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 67,493 shares
    Change vs previous 13F +12,112 shares

    0.05% of the 13F portfolio, value $3,154,623.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,381 shares
    Change vs previous 13F -5,867 shares

    0.04% of the 13F portfolio, value $2,555,279.

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

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

  8. period ended2024-09-30
    13F 61,248 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,886,618.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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