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Focus Partners Wealth: BSVO position timeline

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

Focus Partners Wealth held 57,945,973 BSVO 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 57,945,973 shares
    Change vs previous 13F +552,541 shares

    1.55% of the 13F portfolio, value $1,691,425,038.

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

    • Focus Partners Wealth: 36,844,044 shares
    • Focus Partners Advisor Solutions, LLC: 21,101,929 shares

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

  2. period ended2026-03-31
    13F 57,393,432 shares
    Change vs previous 13F +1,391,853 shares

    1.46% of the 13F portfolio, value $1,455,920,480.

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

    • Focus Partners Wealth: 37,257,857 shares
    • Focus Partners Advisor Solutions, LLC: 20,135,575 shares

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

  3. period ended2025-12-31
    13F 56,001,579 shares
    Change vs previous 13F +6,168,313 shares

    1.36% of the 13F portfolio, value $1,304,836,812.

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

    • Focus Partners Wealth: 36,371,177 shares
    • Focus Partners Advisor Solutions, LLC: 19,630,402 shares

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

  4. period ended2025-09-30
    13F 49,833,266 shares
    Change vs previous 13F +939,566 shares

    1.59% of the 13F portfolio, value $1,128,784,007.

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

    • Focus Partners Wealth: 34,454,506 shares
    • Focus Partners Advisor Solutions, LLC: 15,378,760 shares

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

  5. period ended2025-06-30
    13F 48,893,700 shares
    Change vs previous 13F +394,439 shares

    1.86% of the 13F portfolio, value $996,453,643.

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

    • Focus Partners Wealth: 31,261,025 shares
    • Focus Partners Advisor Solutions, LLC: 17,632,675 shares

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

  6. period ended2025-03-31
    13F/A 48,499,261 shares
    Change vs previous 13F +216,552 shares

    2.03% of the 13F portfolio, value $942,825,643.

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

    • Focus Partners Wealth: 30,817,473 shares
    • Focus Partners Advisor Solutions, LLC: 17,681,788 shares

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

  7. period ended2024-12-31
    13F/A 48,282,709 shares
    Change vs previous 13F +4,030,974 shares

    2.36% of the 13F portfolio, value $1,045,320,678.

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

    • Focus Partners Wealth: 31,284,856 shares
    • Focus Partners Advisor Solutions, LLC: 16,997,853 shares

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

  8. period ended2024-09-30
    13F 44,251,735 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $977,520,834.

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

    • Focus Partners Wealth: 30,106,232 shares
    • Focus Partners Advisor Solutions, LLC: 14,145,503 shares

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