Skip to content
Disclosery

Focus Partners Wealth: FV position timeline

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

Focus Partners Wealth held 9,901 FV 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 9,901 shares
    Change vs previous 13F +3,158 shares

    <0.01% of the 13F portfolio, value $751,305.

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

    • Focus Partners Wealth: 5,635 shares
    • Focus Partners Advisor Solutions, LLC: 4,266 shares

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

  2. period ended2026-03-31
    13F 6,743 shares
    Change vs previous 13F -2,943 shares

    <0.01% of the 13F portfolio, value $573,684.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,981 shares
    • Focus Partners Advisor Solutions, LLC: 3,762 shares

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

  3. period ended2025-12-31
    13F 9,686 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $606,693.

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

    • Focus Partners Wealth: 5,924 shares
    • Focus Partners Advisor Solutions, LLC: 3,762 shares

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

  4. period ended2025-09-30
    13F 9,203 shares
    Change vs previous 13F +3,679 shares

    <0.01% of the 13F portfolio, value $568,878.

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

    • Focus Partners Wealth: 5,370 shares
    • Focus Partners Advisor Solutions, LLC: 3,833 shares

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

  5. period ended2025-06-30
    13F 5,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,352.

    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).