Skip to content
Disclosery

Focus Partners Wealth: DFUV position timeline

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

Focus Partners Wealth held 19,217,507 DFUV 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 19,217,507 shares
    Change vs previous 13F -427,489 shares

    0.97% of the 13F portfolio, value $1,057,155,101.

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

    • Focus Partners Wealth: 14,217,663 shares
    • Focus Partners Advisor Solutions, LLC: 4,999,844 shares

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

  2. period ended2026-03-31
    13F 19,644,996 shares
    Change vs previous 13F +240,787 shares

    0.95% of the 13F portfolio, value $952,073,873.

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

    • Focus Partners Wealth: 14,695,031 shares
    • Focus Partners Advisor Solutions, LLC: 4,949,965 shares

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

  3. period ended2025-12-31
    13F 19,404,209 shares
    Change vs previous 13F +943,665 shares

    0.94% of the 13F portfolio, value $904,042,100.

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

    • Focus Partners Wealth: 14,767,787 shares
    • Focus Partners Advisor Solutions, LLC: 4,636,422 shares

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

  4. period ended2025-09-30
    13F 18,460,544 shares
    Change vs previous 13F +556,537 shares

    1.17% of the 13F portfolio, value $825,318,003.

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

    • Focus Partners Wealth: 14,681,894 shares
    • Focus Partners Advisor Solutions, LLC: 3,778,650 shares

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

  5. period ended2025-06-30
    13F 17,904,007 shares
    Change vs previous 13F -1,624,939 shares

    1.41% of the 13F portfolio, value $756,981,457.

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

    • Focus Partners Wealth: 13,365,832 shares
    • Focus Partners Advisor Solutions, LLC: 4,538,175 shares

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

  6. period ended2025-03-31
    13F/A 19,528,946 shares
    Change vs previous 13F +502,826 shares

    1.73% of the 13F portfolio, value $804,787,935.

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

    • Focus Partners Wealth: 14,874,351 shares
    • Focus Partners Advisor Solutions, LLC: 4,654,595 shares

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

  7. period ended2024-12-31
    13F/A 19,026,120 shares
    Change vs previous 13F +1,169,222 shares

    1.75% of the 13F portfolio, value $778,548,894.

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

    • Focus Partners Wealth: 14,469,845 shares
    • Focus Partners Advisor Solutions, LLC: 4,556,275 shares

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

  8. period ended2024-09-30
    13F 17,856,898 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $744,454,134.

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

    • Focus Partners Wealth: 14,388,727 shares
    • Focus Partners Advisor Solutions, LLC: 3,468,171 shares

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