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Focus Partners Wealth: EFV position timeline

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

Focus Partners Wealth held 1,969,039 EFV 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 1,969,039 shares
    Change vs previous 13F +127,752 shares

    0.14% of the 13F portfolio, value $150,730,071.

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

    • Focus Partners Wealth: 1,353,068 shares
    • Focus Partners Advisor Solutions, LLC: 615,971 shares

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

  2. period ended2026-03-31
    13F 1,841,287 shares
    Change vs previous 13F -69,989 shares

    0.14% of the 13F portfolio, value $137,073,460.

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

    • Focus Partners Wealth: 1,458,273 shares
    • Focus Partners Advisor Solutions, LLC: 383,014 shares

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

  3. period ended2025-12-31
    13F 1,911,276 shares
    Change vs previous 13F +191,768 shares

    0.14% of the 13F portfolio, value $136,476,026.

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

    • Focus Partners Wealth: 1,503,714 shares
    • Focus Partners Advisor Solutions, LLC: 407,562 shares

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

  4. period ended2025-09-30
    13F 1,719,508 shares
    Change vs previous 13F -63,342 shares

    0.16% of the 13F portfolio, value $116,743,093.

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

    • Focus Partners Wealth: 1,423,909 shares
    • Focus Partners Advisor Solutions, LLC: 295,599 shares

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

  5. period ended2025-06-30
    13F 1,782,850 shares
    Change vs previous 13F +378,995 shares

    0.21% of the 13F portfolio, value $113,175,404.

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

    • Focus Partners Wealth: 1,406,643 shares
    • Focus Partners Advisor Solutions, LLC: 376,207 shares

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

  6. period ended2025-03-31
    13F/A 1,403,855 shares
    Change vs previous 13F -34,254 shares

    0.18% of the 13F portfolio, value $82,743,408.

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

    • Focus Partners Wealth: 1,034,812 shares
    • Focus Partners Advisor Solutions, LLC: 369,043 shares

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

  7. period ended2024-12-31
    13F/A 1,438,109 shares
    Change vs previous 13F +192,084 shares

    0.17% of the 13F portfolio, value $75,457,725.

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

    • Focus Partners Wealth: 1,064,556 shares
    • Focus Partners Advisor Solutions, LLC: 373,553 shares

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

  8. period ended2024-09-30
    13F 1,246,025 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $71,683,967.

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

    • Focus Partners Wealth: 977,199 shares
    • Focus Partners Advisor Solutions, LLC: 268,826 shares

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