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Focus Partners Wealth: FDVV position timeline

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

Focus Partners Wealth held 31,220 FDVV 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 31,220 shares
    Change vs previous 13F +7,807 shares

    <0.01% of the 13F portfolio, value $1,882,351.

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

    • Focus Partners Wealth: 25,995 shares
    • Focus Partners Advisor Solutions, LLC: 5,225 shares

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

  2. period ended2026-03-31
    13F 23,413 shares
    Change vs previous 13F +10,638 shares

    <0.01% of the 13F portfolio, value $1,293,320.

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

    • Focus Partners Wealth: 18,347 shares
    • Focus Partners Advisor Solutions, LLC: 5,066 shares

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

  3. period ended2025-12-31
    13F 12,775 shares
    Change vs previous 13F +6,913 shares

    <0.01% of the 13F portfolio, value $724,232.

    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 5,862 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $505,703.

    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 6,288 shares
    Change vs previous 13F +6,288 shares

    <0.01% of the 13F portfolio, value $327,123.

    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 0 shares
    Change vs previous 13F -6,230 shares

    13F-HR/A 0001085146-25-003391 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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 6,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $311,142.

    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).