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Focus Partners Wealth: DFEV position timeline

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

Focus Partners Wealth held 139,004 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,004 shares
    Change vs previous 13F +95,073 shares

    0.01% of the 13F portfolio, value $5,930,906.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,033 shares
    • Focus Partners Advisor Solutions, LLC: 124,971 shares

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

  2. period ended2026-03-31
    13F 43,931 shares
    Change vs previous 13F +451 shares

    <0.01% of the 13F portfolio, value $1,571,900.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,057 shares
    • Focus Partners Advisor Solutions, LLC: 27,874 shares

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

  3. period ended2025-12-31
    13F 43,480 shares
    Change vs previous 13F +894 shares

    <0.01% of the 13F portfolio, value $1,467,056.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,157 shares
    • Focus Partners Advisor Solutions, LLC: 28,323 shares

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

  4. period ended2025-09-30
    13F 42,586 shares
    Change vs previous 13F +13,556 shares

    <0.01% of the 13F portfolio, value $1,410,549.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,270 shares
    • Focus Partners Advisor Solutions, LLC: 29,316 shares

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

  5. period ended2025-06-30
    13F 29,030 shares
    Change vs previous 13F -1,219 shares

    <0.01% of the 13F portfolio, value $870,643.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,580 shares
    • Focus Partners Advisor Solutions, LLC: 16,450 shares

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

  6. period ended2025-03-31
    13F/A 30,249 shares
    Change vs previous 13F +16,534 shares

    <0.01% of the 13F portfolio, value $818,259.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,270 shares
    • Focus Partners Advisor Solutions, LLC: 16,979 shares

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

  7. period ended2024-12-31
    13F/A 13,715 shares
    Change vs previous 13F +445 shares

    <0.01% of the 13F portfolio, value $359,491.

    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 13,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,687.

    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).