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Focus Partners Wealth: BIV position timeline

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

Focus Partners Wealth held 458,978 BIV 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 458,978 shares
    Change vs previous 13F +179,893 shares

    0.03% of the 13F portfolio, value $35,203,689.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 162,620 shares
    • Focus Partners Advisor Solutions, LLC: 296,358 shares

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

  2. period ended2026-03-31
    13F 279,085 shares
    Change vs previous 13F +49,357 shares

    0.02% of the 13F portfolio, value $21,548,434.

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

    • Focus Partners Wealth: 172,362 shares
    • Focus Partners Advisor Solutions, LLC: 106,723 shares

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

  3. period ended2025-12-31
    13F 229,728 shares
    Change vs previous 13F -78,420 shares

    0.02% of the 13F portfolio, value $17,891,256.

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

    • Focus Partners Wealth: 153,276 shares
    • Focus Partners Advisor Solutions, LLC: 76,452 shares

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

  4. period ended2025-09-30
    13F 308,148 shares
    Change vs previous 13F +57,724 shares

    0.03% of the 13F portfolio, value $24,051,049.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 123,128 shares
    • Focus Partners Advisor Solutions, LLC: 185,020 shares

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

  5. period ended2025-06-30
    13F 250,424 shares
    Change vs previous 13F +40,891 shares

    0.04% of the 13F portfolio, value $19,367,868.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 108,681 shares
    • Focus Partners Advisor Solutions, LLC: 141,743 shares

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

  6. period ended2025-03-31
    13F/A 209,533 shares
    Change vs previous 13F +35,843 shares

    0.03% of the 13F portfolio, value $16,043,970.

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

    • Focus Partners Wealth: 69,945 shares
    • Focus Partners Advisor Solutions, LLC: 139,588 shares

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

  7. period ended2024-12-31
    13F/A 173,690 shares
    Change vs previous 13F +13,689 shares

    0.03% of the 13F portfolio, value $12,979,879.

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

    • Focus Partners Wealth: 58,233 shares
    • Focus Partners Advisor Solutions, LLC: 115,457 shares

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

  8. period ended2024-09-30
    13F 160,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,539,358.

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

    • Focus Partners Wealth: 49,083 shares
    • Focus Partners Advisor Solutions, LLC: 110,918 shares

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