Skip to content
Disclosery

Focus Partners Wealth: BLV position timeline

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

Focus Partners Wealth held 36,052 BLV 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 36,052 shares
    Change vs previous 13F +14,924 shares

    <0.01% of the 13F portfolio, value $2,485,118.

    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 21,128 shares
    Change vs previous 13F +4,631 shares

    <0.01% of the 13F portfolio, value $1,453,183.

    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 16,497 shares
    Change vs previous 13F +11,142 shares

    <0.01% of the 13F portfolio, value $1,146,872.

    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 5,355 shares
    Change vs previous 13F -578 shares

    <0.01% of the 13F portfolio, value $379,402.

    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 5,933 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $412,581.

    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 6,989 shares
    Change vs previous 13F -2,119 shares

    <0.01% of the 13F portfolio, value $492,165.

    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 9,108 shares
    Change vs previous 13F -1,518 shares

    <0.01% of the 13F portfolio, value $623,260.

    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 10,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $798,756.

    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).