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Focus Partners Wealth: AVY position timeline

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

Focus Partners Wealth held 15,536 AVY 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 15,536 shares
    Change vs previous 13F -2,510 shares

    <0.01% of the 13F portfolio, value $2,522,431.

    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 18,046 shares
    Change vs previous 13F -2,974 shares

    <0.01% of the 13F portfolio, value $3,101,622.

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

    • Focus Partners Wealth: 18,046 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 21,020 shares
    Change vs previous 13F +15,494 shares

    <0.01% of the 13F portfolio, value $3,796,225.

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

    • Focus Partners Wealth: 19,456 shares
    • Focus Partners Advisor Solutions, LLC: 1,564 shares

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

  4. period ended2025-09-30
    13F 5,526 shares
    Change vs previous 13F +324 shares

    <0.01% of the 13F portfolio, value $901,475.

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

    • Focus Partners Wealth: 3,778 shares
    • Focus Partners Advisor Solutions, LLC: 1,748 shares

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

  5. period ended2025-06-30
    13F 5,202 shares
    Change vs previous 13F +1,284 shares

    <0.01% of the 13F portfolio, value $912,828.

    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 3,918 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $697,416.

    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 3,784 shares
    Change vs previous 13F +2,233 shares

    <0.01% of the 13F portfolio, value $708,287.

    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 1,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,399.

    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).