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Focus Partners Wealth: BSV position timeline

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

Focus Partners Wealth held 3,149,056 BSV 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 3,149,056 shares
    Change vs previous 13F +268,001 shares

    0.22% of the 13F portfolio, value $245,344,383.

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

    • Focus Partners Wealth: 2,168,154 shares
    • Focus Partners Advisor Solutions, LLC: 980,902 shares

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

  2. period ended2026-03-31
    13F 2,881,055 shares
    Change vs previous 13F +550,357 shares

    0.23% of the 13F portfolio, value $225,902,301.

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

    • Focus Partners Wealth: 2,136,503 shares
    • Focus Partners Advisor Solutions, LLC: 744,552 shares

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

  3. period ended2025-12-31
    13F 2,330,698 shares
    Change vs previous 13F -307,606 shares

    0.19% of the 13F portfolio, value $183,682,279.

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

    • Focus Partners Wealth: 2,067,400 shares
    • Focus Partners Advisor Solutions, LLC: 263,298 shares

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

  4. period ended2025-09-30
    13F 2,638,304 shares
    Change vs previous 13F +286,005 shares

    0.29% of the 13F portfolio, value $208,126,371.

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

    • Focus Partners Wealth: 1,920,521 shares
    • Focus Partners Advisor Solutions, LLC: 717,783 shares

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

  5. period ended2025-06-30
    13F 2,352,299 shares
    Change vs previous 13F -5,013 shares

    0.35% of the 13F portfolio, value $185,125,870.

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

    • Focus Partners Wealth: 1,776,660 shares
    • Focus Partners Advisor Solutions, LLC: 575,639 shares

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

  6. period ended2025-03-31
    13F/A 2,357,312 shares
    Change vs previous 13F +90,648 shares

    0.4% of the 13F portfolio, value $184,530,380.

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

    • Focus Partners Wealth: 1,740,174 shares
    • Focus Partners Advisor Solutions, LLC: 617,138 shares

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

  7. period ended2024-12-31
    13F/A 2,266,664 shares
    Change vs previous 13F +113,224 shares

    0.39% of the 13F portfolio, value $175,145,244.

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

    • Focus Partners Wealth: 1,713,431 shares
    • Focus Partners Advisor Solutions, LLC: 553,233 shares

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

  8. period ended2024-09-30
    13F 2,153,440 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $169,454,322.

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

    • Focus Partners Wealth: 1,601,893 shares
    • Focus Partners Advisor Solutions, LLC: 551,547 shares

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