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Focus Partners Wealth: EFAV position timeline

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

Focus Partners Wealth held 88,790 EFAV 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 88,790 shares
    Change vs previous 13F -4,510 shares

    0.01% of the 13F portfolio, value $7,787,867.

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

    • Focus Partners Wealth: 64,025 shares
    • Focus Partners Advisor Solutions, LLC: 24,765 shares

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

  2. period ended2026-03-31
    13F 93,300 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $8,524,592.

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

    • Focus Partners Wealth: 68,869 shares
    • Focus Partners Advisor Solutions, LLC: 24,431 shares

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

  3. period ended2025-12-31
    13F 92,812 shares
    Change vs previous 13F -19,314 shares

    0.01% of the 13F portfolio, value $8,005,134.

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

    • Focus Partners Wealth: 68,778 shares
    • Focus Partners Advisor Solutions, LLC: 24,034 shares

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

  4. period ended2025-09-30
    13F 112,126 shares
    Change vs previous 13F +38,512 shares

    0.01% of the 13F portfolio, value $9,548,377.

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

    • Focus Partners Wealth: 68,140 shares
    • Focus Partners Advisor Solutions, LLC: 43,986 shares

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

  5. period ended2025-06-30
    13F 73,614 shares
    Change vs previous 13F +10,306 shares

    0.01% of the 13F portfolio, value $6,188,082.

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

    • Focus Partners Wealth: 47,401 shares
    • Focus Partners Advisor Solutions, LLC: 26,213 shares

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

  6. period ended2025-03-31
    13F/A 63,308 shares
    Change vs previous 13F +22,320 shares

    0.01% of the 13F portfolio, value $4,932,951.

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

    • Focus Partners Wealth: 37,652 shares
    • Focus Partners Advisor Solutions, LLC: 25,656 shares

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

  7. period ended2024-12-31
    13F/A 40,988 shares
    Change vs previous 13F +25,546 shares

    0.01% of the 13F portfolio, value $2,898,311.

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

    • Focus Partners Wealth: 35,211 shares
    • Focus Partners Advisor Solutions, LLC: 5,777 shares

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

  8. period ended2024-09-30
    13F 15,442 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,184,486.

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

    • Focus Partners Wealth: 9,111 shares
    • Focus Partners Advisor Solutions, LLC: 6,331 shares

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