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Focus Partners Wealth: AVUS position timeline

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

Focus Partners Wealth held 2,396,924 AVUS 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 2,396,924 shares
    Change vs previous 13F +57,123 shares

    0.28% of the 13F portfolio, value $306,998,106.

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

    • Focus Partners Wealth: 1,954,513 shares
    • Focus Partners Advisor Solutions, LLC: 442,411 shares

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

  2. period ended2026-03-31
    13F 2,339,801 shares
    Change vs previous 13F +54,156 shares

    0.28% of the 13F portfolio, value $275,034,395.

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

    • Focus Partners Wealth: 1,958,899 shares
    • Focus Partners Advisor Solutions, LLC: 380,902 shares

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

  3. period ended2025-12-31
    13F 2,285,645 shares
    Change vs previous 13F +154,282 shares

    0.27% of the 13F portfolio, value $255,489,560.

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

    • Focus Partners Wealth: 1,979,602 shares
    • Focus Partners Advisor Solutions, LLC: 306,043 shares

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

  4. period ended2025-09-30
    13F 2,131,363 shares
    Change vs previous 13F -106,171 shares

    0.33% of the 13F portfolio, value $231,838,085.

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

    • Focus Partners Wealth: 1,927,584 shares
    • Focus Partners Advisor Solutions, LLC: 203,779 shares

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

  5. period ended2025-06-30
    13F 2,237,534 shares
    Change vs previous 13F +1,581,973 shares

    0.42% of the 13F portfolio, value $225,588,247.

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

    • Focus Partners Wealth: 1,928,514 shares
    • Focus Partners Advisor Solutions, LLC: 309,020 shares

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

  6. period ended2025-03-31
    13F/A 655,561 shares
    Change vs previous 13F +34,396 shares

    0.13% of the 13F portfolio, value $60,560,808.

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

    • Focus Partners Wealth: 344,252 shares
    • Focus Partners Advisor Solutions, LLC: 311,309 shares

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

  7. period ended2024-12-31
    13F/A 621,165 shares
    Change vs previous 13F +99,597 shares

    0.14% of the 13F portfolio, value $60,209,644.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 349,290 shares
    • Focus Partners Advisor Solutions, LLC: 271,875 shares

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

  8. period ended2024-09-30
    13F 521,568 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $49,627,328.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 329,777 shares
    • Focus Partners Advisor Solutions, LLC: 191,791 shares

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