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Focus Partners Wealth: CVLC position timeline

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

Focus Partners Wealth held 166,892 CVLC 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 166,892 shares
    Change vs previous 13F +50,917 shares

    0.02% of the 13F portfolio, value $15,766,364.

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

    • Focus Partners Wealth: 166,892 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 115,975 shares
    Change vs previous 13F +67,807 shares

    0.01% of the 13F portfolio, value $9,284,921.

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

    • Focus Partners Wealth: 111,754 shares
    • Focus Partners Advisor Solutions, LLC: 4,221 shares

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

  3. period ended2025-12-31
    13F 48,168 shares
    Change vs previous 13F +13,833 shares

    <0.01% of the 13F portfolio, value $4,057,646.

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

    • Focus Partners Wealth: 43,894 shares
    • Focus Partners Advisor Solutions, LLC: 4,274 shares

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

  4. period ended2025-09-30
    13F 34,335 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $2,826,405.

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

    • Focus Partners Wealth: 27,648 shares
    • Focus Partners Advisor Solutions, LLC: 6,687 shares

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

  5. period ended2025-06-30
    13F 32,723 shares
    Change vs previous 13F +734 shares

    <0.01% of the 13F portfolio, value $2,504,585.

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

    • Focus Partners Wealth: 27,432 shares
    • Focus Partners Advisor Solutions, LLC: 5,291 shares

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

  6. period ended2025-03-31
    13F/A 31,989 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $2,205,347.

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

    • Focus Partners Wealth: 27,168 shares
    • Focus Partners Advisor Solutions, LLC: 4,821 shares

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

  7. period ended2024-12-31
    13F/A 31,721 shares
    Change vs previous 13F +26,799 shares

    0.01% of the 13F portfolio, value $2,326,480.

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

    • Focus Partners Wealth: 26,870 shares
    • Focus Partners Advisor Solutions, LLC: 4,851 shares

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

  8. period ended2024-09-30
    13F 4,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $352,599.

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

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