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Focus Partners Wealth: DVA position timeline

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

Focus Partners Wealth held 21,831 DVA 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 21,831 shares
    Change vs previous 13F +3,739 shares

    <0.01% of the 13F portfolio, value $4,856,899.

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

    • Focus Partners Wealth: 18,572 shares
    • Focus Partners Advisor Solutions, LLC: 3,259 shares

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

  2. period ended2026-03-31
    13F 18,092 shares
    Change vs previous 13F +1,712 shares

    <0.01% of the 13F portfolio, value $2,776,976.

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

    • Focus Partners Wealth: 16,269 shares
    • Focus Partners Advisor Solutions, LLC: 1,823 shares

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

  3. period ended2025-12-31
    13F 16,380 shares
    Change vs previous 13F +13,461 shares

    <0.01% of the 13F portfolio, value $1,860,933.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 2,919 shares
    Change vs previous 13F -668 shares

    <0.01% of the 13F portfolio, value $386,973.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 3,587 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $510,968.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 3,473 shares
    Change vs previous 13F -1,945 shares

    <0.01% of the 13F portfolio, value $531,265.

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

    • Focus Partners Wealth: 3,473 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 5,418 shares
    Change vs previous 13F -84,163 shares

    <0.01% of the 13F portfolio, value $810,262.

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

    • Focus Partners Wealth: 3,745 shares
    • Focus Partners Advisor Solutions, LLC: 1,673 shares

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

  8. period ended2024-09-30
    13F 89,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,983,269.

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

    • Focus Partners Wealth: 87,788 shares
    • Focus Partners Advisor Solutions, LLC: 1,793 shares

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