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Disclosery

Focus Partners Wealth: AVT position timeline

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

Focus Partners Wealth held 30,891 AVT 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 30,891 shares
    Change vs previous 13F +733 shares

    <0.01% of the 13F portfolio, value $2,743,801.

    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 30,158 shares
    Change vs previous 13F -5,068 shares

    <0.01% of the 13F portfolio, value $2,176,365.

    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 35,226 shares
    Change vs previous 13F +28,641 shares

    <0.01% of the 13F portfolio, value $1,716,765.

    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 6,585 shares
    Change vs previous 13F +316 shares

    <0.01% of the 13F portfolio, value $352,089.

    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 6,269 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $332,759.

    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 6,029 shares
    Change vs previous 13F -973 shares

    <0.01% of the 13F portfolio, value $289,936.

    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).

  7. period ended2024-12-31
    13F/A 7,002 shares
    Change vs previous 13F +829 shares

    <0.01% of the 13F portfolio, value $366,345.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 6,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,256.

    13F-HR 0001542153-24-000013 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).