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Focus Partners Wealth: EVR position timeline

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

Focus Partners Wealth held 37,242 EVR 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 37,242 shares
    Change vs previous 13F +2,288 shares

    0.01% of the 13F portfolio, value $12,715,858.

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

    • Focus Partners Wealth: 32,650 shares
    • Focus Partners Advisor Solutions, LLC: 4,592 shares

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

  2. period ended2026-03-31
    13F 34,954 shares
    Change vs previous 13F +4,952 shares

    0.01% of the 13F portfolio, value $10,485,487.

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

    • Focus Partners Wealth: 29,884 shares
    • Focus Partners Advisor Solutions, LLC: 5,070 shares

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

  3. period ended2025-12-31
    13F 30,002 shares
    Change vs previous 13F +671 shares

    0.01% of the 13F portfolio, value $10,208,558.

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

    • Focus Partners Wealth: 26,063 shares
    • Focus Partners Advisor Solutions, LLC: 3,939 shares

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

  4. period ended2025-09-30
    13F 29,331 shares
    Change vs previous 13F +3,903 shares

    0.01% of the 13F portfolio, value $9,681,764.

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

    • Focus Partners Wealth: 25,663 shares
    • Focus Partners Advisor Solutions, LLC: 3,668 shares

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

  5. period ended2025-06-30
    13F 25,428 shares
    Change vs previous 13F +2,222 shares

    0.01% of the 13F portfolio, value $6,866,166.

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

    • Focus Partners Wealth: 23,120 shares
    • Focus Partners Advisor Solutions, LLC: 2,308 shares

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

  6. period ended2025-03-31
    13F/A 23,206 shares
    Change vs previous 13F +1,841 shares

    0.01% of the 13F portfolio, value $4,634,861.

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

    • Focus Partners Wealth: 21,787 shares
    • Focus Partners Advisor Solutions, LLC: 1,419 shares

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

  7. period ended2024-12-31
    13F/A 21,365 shares
    Change vs previous 13F +547 shares

    0.02% of the 13F portfolio, value $5,922,208.

    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).

  8. period ended2024-09-30
    13F 20,818 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,274,228.

    13F-HR 0001542153-24-000013 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).