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Disclosery

Focus Partners Wealth: DISV position timeline

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

Focus Partners Wealth held 16,532,943 DISV 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 16,532,943 shares
    Change vs previous 13F -265,393 shares

    0.61% of the 13F portfolio, value $663,467,058.

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

    • Focus Partners Wealth: 13,414,075 shares
    • Focus Partners Advisor Solutions, LLC: 3,118,868 shares

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

  2. period ended2026-03-31
    13F 16,798,336 shares
    Change vs previous 13F +393,142 shares

    0.66% of the 13F portfolio, value $662,503,354.

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

    • Focus Partners Wealth: 13,913,450 shares
    • Focus Partners Advisor Solutions, LLC: 2,884,886 shares

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

  3. period ended2025-12-31
    13F 16,405,194 shares
    Change vs previous 13F +826,192 shares

    0.65% of the 13F portfolio, value $623,397,435.

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

    • Focus Partners Wealth: 13,780,968 shares
    • Focus Partners Advisor Solutions, LLC: 2,624,226 shares

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

  4. period ended2025-09-30
    13F 15,579,002 shares
    Change vs previous 13F +143,372 shares

    0.79% of the 13F portfolio, value $556,301,394.

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

    • Focus Partners Wealth: 13,310,578 shares
    • Focus Partners Advisor Solutions, LLC: 2,268,424 shares

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

  5. period ended2025-06-30
    13F 15,435,630 shares
    Change vs previous 13F -589,537 shares

    0.95% of the 13F portfolio, value $507,986,577.

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

    • Focus Partners Wealth: 12,915,171 shares
    • Focus Partners Advisor Solutions, LLC: 2,520,459 shares

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

  6. period ended2025-03-31
    13F/A 16,025,167 shares
    Change vs previous 13F +9,450,375 shares

    1% of the 13F portfolio, value $466,652,886.

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

    • Focus Partners Wealth: 13,693,393 shares
    • Focus Partners Advisor Solutions, LLC: 2,331,774 shares

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

  7. period ended2024-12-31
    13F/A 6,574,792 shares
    Change vs previous 13F +1,312,111 shares

    0.39% of the 13F portfolio, value $174,692,250.

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

    • Focus Partners Wealth: 4,343,382 shares
    • Focus Partners Advisor Solutions, LLC: 2,231,410 shares

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

  8. period ended2024-09-30
    13F 5,262,681 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $152,933,533.

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

    • Focus Partners Wealth: 3,616,396 shares
    • Focus Partners Advisor Solutions, LLC: 1,646,285 shares

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