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Focus Partners Wealth: CVIE position timeline

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

Focus Partners Wealth held 50,630 CVIE 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 50,630 shares
    Change vs previous 13F +20,471 shares

    <0.01% of the 13F portfolio, value $4,304,220.

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

    • Focus Partners Wealth: 50,630 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 30,159 shares
    Change vs previous 13F +12,515 shares

    <0.01% of the 13F portfolio, value $2,192,250.

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

    • Focus Partners Wealth: 27,188 shares
    • Focus Partners Advisor Solutions, LLC: 2,971 shares

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

  3. period ended2025-12-31
    13F 17,644 shares
    Change vs previous 13F +9,276 shares

    <0.01% of the 13F portfolio, value $1,258,017.

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

    • Focus Partners Wealth: 14,708 shares
    • Focus Partners Advisor Solutions, LLC: 2,936 shares

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

  4. period ended2025-09-30
    13F 8,368 shares
    Change vs previous 13F +715 shares

    <0.01% of the 13F portfolio, value $577,097.

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

    • Focus Partners Wealth: 4,248 shares
    • Focus Partners Advisor Solutions, LLC: 4,120 shares

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

  5. period ended2025-06-30
    13F 7,653 shares
    Change vs previous 13F +3,411 shares

    <0.01% of the 13F portfolio, value $498,201.

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

    • Focus Partners Wealth: 4,246 shares
    • Focus Partners Advisor Solutions, LLC: 3,407 shares

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

  6. period ended2025-03-31
    13F/A 4,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,595.

    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).