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Focus Partners Wealth: AVUV position timeline

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

Focus Partners Wealth held 9,563,255 AVUV 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 9,563,255 shares
    Change vs previous 13F +412,749 shares

    1.09% of the 13F portfolio, value $1,193,111,850.

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

    • Focus Partners Wealth: 6,563,363 shares
    • Focus Partners Advisor Solutions, LLC: 2,999,892 shares

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

  2. period ended2026-03-31
    13F 9,150,506 shares
    Change vs previous 13F +599,098 shares

    1.01% of the 13F portfolio, value $1,010,955,178.

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

    • Focus Partners Wealth: 6,665,990 shares
    • Focus Partners Advisor Solutions, LLC: 2,484,516 shares

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

  3. period ended2025-12-31
    13F 8,551,408 shares
    Change vs previous 13F +218,811 shares

    0.91% of the 13F portfolio, value $872,072,760.

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

    • Focus Partners Wealth: 6,542,029 shares
    • Focus Partners Advisor Solutions, LLC: 2,009,379 shares

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

  4. period ended2025-09-30
    13F 8,332,597 shares
    Change vs previous 13F +492,130 shares

    1.17% of the 13F portfolio, value $828,130,540.

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

    • Focus Partners Wealth: 6,091,385 shares
    • Focus Partners Advisor Solutions, LLC: 2,241,212 shares

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

  5. period ended2025-06-30
    13F 7,840,467 shares
    Change vs previous 13F +671,211 shares

    1.33% of the 13F portfolio, value $714,265,884.

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

    • Focus Partners Wealth: 5,908,604 shares
    • Focus Partners Advisor Solutions, LLC: 1,931,863 shares

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

  6. period ended2025-03-31
    13F/A 7,169,256 shares
    Change vs previous 13F +4,243,411 shares

    1.34% of the 13F portfolio, value $624,944,096.

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

    • Focus Partners Wealth: 5,687,232 shares
    • Focus Partners Advisor Solutions, LLC: 1,482,024 shares

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

  7. period ended2024-12-31
    13F/A 2,925,845 shares
    Change vs previous 13F +371,017 shares

    0.64% of the 13F portfolio, value $282,431,890.

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

    • Focus Partners Wealth: 1,770,447 shares
    • Focus Partners Advisor Solutions, LLC: 1,155,398 shares

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

  8. period ended2024-09-30
    13F 2,554,828 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $245,135,765.

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

    • Focus Partners Wealth: 1,743,408 shares
    • Focus Partners Advisor Solutions, LLC: 811,420 shares

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