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Focus Partners Wealth: FISV position timeline

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

Focus Partners Wealth held 179,787 FISV 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 179,787 shares
    Change vs previous 13F -27,524 shares

    0.01% of the 13F portfolio, value $8,818,579.

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

    • Focus Partners Wealth: 179,787 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 207,311 shares
    Change vs previous 13F +80,563 shares

    0.01% of the 13F portfolio, value $11,612,147.

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

    • Focus Partners Wealth: 196,523 shares
    • Focus Partners Advisor Solutions, LLC: 10,788 shares

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

  3. period ended2025-12-31
    13F 126,748 shares
    Change vs previous 13F -53,834 shares

    0.01% of the 13F portfolio, value $8,723,528.

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

    • Focus Partners Wealth: 123,705 shares
    • Focus Partners Advisor Solutions, LLC: 3,043 shares

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

  4. period ended2025-09-30
    13F 180,582 shares
    Change vs previous 13F -14,527 shares

    0.03% of the 13F portfolio, value $23,259,234.

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

    • Focus Partners Wealth: 177,811 shares
    • Focus Partners Advisor Solutions, LLC: 2,771 shares

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

  5. period ended2025-06-30
    13F 195,109 shares
    Change vs previous 13F +11,375 shares

    0.07% of the 13F portfolio, value $33,638,809.

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

    • Focus Partners Wealth: 195,109 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 183,734 shares
    Change vs previous 13F +132,397 shares

    0.09% of the 13F portfolio, value $40,574,070.

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

    • Focus Partners Wealth: 180,886 shares
    • Focus Partners Advisor Solutions, LLC: 2,848 shares

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

  7. period ended2024-12-31
    13F/A 51,337 shares
    Change vs previous 13F +9,836 shares

    0.02% of the 13F portfolio, value $10,545,732.

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

    • Focus Partners Wealth: 48,509 shares
    • Focus Partners Advisor Solutions, LLC: 2,828 shares

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

  8. period ended2024-09-30
    13F 41,501 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,455,730.

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

    • Focus Partners Wealth: 38,593 shares
    • Focus Partners Advisor Solutions, LLC: 2,908 shares

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