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Disclosery

Focus Partners Wealth: EELV position timeline

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

Focus Partners Wealth held 14,356 EELV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,356 shares
    Change vs previous 13F -473 shares

    <0.01% of the 13F portfolio, value $399,121.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,829 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $416,417.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $407,920.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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