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Focus Partners Wealth: DFSV position timeline

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

Focus Partners Wealth held 6,927,650 DFSV 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 6,927,650 shares
    Change vs previous 13F +317,554 shares

    0.25% of the 13F portfolio, value $268,723,578.

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

    • Focus Partners Wealth: 4,701,833 shares
    • Focus Partners Advisor Solutions, LLC: 2,225,817 shares

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

  2. period ended2026-03-31
    13F 6,610,096 shares
    Change vs previous 13F +368,227 shares

    0.23% of the 13F portfolio, value $231,595,741.

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

    • Focus Partners Wealth: 4,501,394 shares
    • Focus Partners Advisor Solutions, LLC: 2,108,702 shares

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

  3. period ended2025-12-31
    13F 6,241,869 shares
    Change vs previous 13F +1,135,049 shares

    0.21% of the 13F portfolio, value $205,295,100.

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

    • Focus Partners Wealth: 4,310,926 shares
    • Focus Partners Advisor Solutions, LLC: 1,930,943 shares

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

  4. period ended2025-09-30
    13F 5,106,820 shares
    Change vs previous 13F +289,100 shares

    0.23% of the 13F portfolio, value $162,780,290.

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

    • Focus Partners Wealth: 3,582,797 shares
    • Focus Partners Advisor Solutions, LLC: 1,524,023 shares

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

  5. period ended2025-06-30
    13F 4,817,720 shares
    Change vs previous 13F +1,553,907 shares

    0.26% of the 13F portfolio, value $141,785,497.

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

    • Focus Partners Wealth: 3,158,759 shares
    • Focus Partners Advisor Solutions, LLC: 1,658,961 shares

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

  6. period ended2025-03-31
    13F/A 3,263,813 shares
    Change vs previous 13F +545,056 shares

    0.2% of the 13F portfolio, value $91,876,363.

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

    • Focus Partners Wealth: 2,283,031 shares
    • Focus Partners Advisor Solutions, LLC: 980,782 shares

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

  7. period ended2024-12-31
    13F/A 2,718,757 shares
    Change vs previous 13F +330,794 shares

    0.19% of the 13F portfolio, value $83,683,359.

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

    • Focus Partners Wealth: 1,999,597 shares
    • Focus Partners Advisor Solutions, LLC: 719,160 shares

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

  8. period ended2024-09-30
    13F 2,387,963 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $73,549,287.

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

    • Focus Partners Wealth: 1,788,000 shares
    • Focus Partners Advisor Solutions, LLC: 599,963 shares

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