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Focus Partners Wealth: FVD position timeline

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

Focus Partners Wealth held 71,912 FVD 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 71,912 shares
    Change vs previous 13F -3,129 shares

    <0.01% of the 13F portfolio, value $3,464,799.

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

    • Focus Partners Wealth: 43,410 shares
    • Focus Partners Advisor Solutions, LLC: 28,502 shares

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

  2. period ended2026-03-31
    13F 75,041 shares
    Change vs previous 13F -43,440 shares

    <0.01% of the 13F portfolio, value $3,528,324.

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

    • Focus Partners Wealth: 47,980 shares
    • Focus Partners Advisor Solutions, LLC: 27,061 shares

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

  3. period ended2025-12-31
    13F 118,481 shares
    Change vs previous 13F +1,033 shares

    0.01% of the 13F portfolio, value $5,459,618.

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

    • Focus Partners Wealth: 86,423 shares
    • Focus Partners Advisor Solutions, LLC: 32,058 shares

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

  4. period ended2025-09-30
    13F 117,448 shares
    Change vs previous 13F +18,457 shares

    0.01% of the 13F portfolio, value $5,407,536.

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

    • Focus Partners Wealth: 75,209 shares
    • Focus Partners Advisor Solutions, LLC: 42,239 shares

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

  5. period ended2025-06-30
    13F 98,991 shares
    Change vs previous 13F -14,274 shares

    0.01% of the 13F portfolio, value $4,424,941.

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

    • Focus Partners Wealth: 75,805 shares
    • Focus Partners Advisor Solutions, LLC: 23,186 shares

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

  6. period ended2025-03-31
    13F/A 113,265 shares
    Change vs previous 13F -6,187 shares

    0.01% of the 13F portfolio, value $5,050,536.

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

    • Focus Partners Wealth: 76,995 shares
    • Focus Partners Advisor Solutions, LLC: 36,270 shares

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

  7. period ended2024-12-31
    13F/A 119,452 shares
    Change vs previous 13F -17,430 shares

    0.01% of the 13F portfolio, value $5,212,900.

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

    • Focus Partners Wealth: 73,421 shares
    • Focus Partners Advisor Solutions, LLC: 46,031 shares

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

  8. period ended2024-09-30
    13F 136,882 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,226,837.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 62,156 shares
    • Focus Partners Advisor Solutions, LLC: 74,726 shares

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