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Disclosery

Focus Partners Wealth: DV position timeline

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

Focus Partners Wealth held 22,892 DV 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 22,892 shares
    Change vs previous 13F -61,746 shares

    <0.01% of the 13F portfolio, value $248,151.

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

    • Focus Partners Wealth: 22,892 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 84,638 shares
    Change vs previous 13F +48,210 shares

    <0.01% of the 13F portfolio, value $804,059.

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

    • Focus Partners Wealth: 51,683 shares
    • Focus Partners Advisor Solutions, LLC: 32,955 shares

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

  3. period ended2025-12-31
    13F 36,428 shares
    Change vs previous 13F +3,246 shares

    <0.01% of the 13F portfolio, value $416,737.

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

    • Focus Partners Wealth: 22,970 shares
    • Focus Partners Advisor Solutions, LLC: 13,458 shares

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

  4. period ended2025-09-30
    13F 33,182 shares
    Change vs previous 13F +8,622 shares

    <0.01% of the 13F portfolio, value $381,209.

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

    • Focus Partners Wealth: 17,122 shares
    • Focus Partners Advisor Solutions, LLC: 16,060 shares

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

  5. period ended2025-06-30
    13F 24,560 shares
    Change vs previous 13F +24,560 shares

    <0.01% of the 13F portfolio, value $367,656.

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

    • Focus Partners Wealth: 13,284 shares
    • Focus Partners Advisor Solutions, LLC: 11,276 shares

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

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -10,202 shares

    13F-HR/A 0001085146-25-003391 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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 10,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $195,980.

    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).