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Focus Partners Wealth: DFLV position timeline

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

Focus Partners Wealth held 626,262 DFLV 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 626,262 shares
    Change vs previous 13F +97,276 shares

    0.02% of the 13F portfolio, value $24,762,460.

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

    • Focus Partners Wealth: 321,136 shares
    • Focus Partners Advisor Solutions, LLC: 305,126 shares

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

  2. period ended2026-03-31
    13F 528,986 shares
    Change vs previous 13F +47,788 shares

    0.02% of the 13F portfolio, value $18,419,337.

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

    • Focus Partners Wealth: 290,446 shares
    • Focus Partners Advisor Solutions, LLC: 238,540 shares

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

  3. period ended2025-12-31
    13F 481,198 shares
    Change vs previous 13F -22,249 shares

    0.02% of the 13F portfolio, value $16,461,804.

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

    • Focus Partners Wealth: 270,266 shares
    • Focus Partners Advisor Solutions, LLC: 210,932 shares

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

  4. period ended2025-09-30
    13F 503,447 shares
    Change vs previous 13F +175,566 shares

    0.02% of the 13F portfolio, value $16,607,938.

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

    • Focus Partners Wealth: 255,222 shares
    • Focus Partners Advisor Solutions, LLC: 248,225 shares

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

  5. period ended2025-06-30
    13F 327,881 shares
    Change vs previous 13F +136,073 shares

    0.02% of the 13F portfolio, value $10,170,900.

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

    • Focus Partners Wealth: 232,725 shares
    • Focus Partners Advisor Solutions, LLC: 95,156 shares

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

  6. period ended2025-03-31
    13F/A 191,808 shares
    Change vs previous 13F -5,440 shares

    0.01% of the 13F portfolio, value $5,863,581.

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

    • Focus Partners Wealth: 144,780 shares
    • Focus Partners Advisor Solutions, LLC: 47,028 shares

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

  7. period ended2024-12-31
    13F/A 197,248 shares
    Change vs previous 13F +53,968 shares

    0.01% of the 13F portfolio, value $5,923,377.

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

    • Focus Partners Wealth: 144,800 shares
    • Focus Partners Advisor Solutions, LLC: 52,448 shares

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

  8. period ended2024-09-30
    13F 143,280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,414,470.

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

    • Focus Partners Wealth: 119,349 shares
    • Focus Partners Advisor Solutions, LLC: 23,931 shares

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