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Focus Partners Wealth: LVHI position timeline

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

Focus Partners Wealth held 25,608 LVHI 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 25,608 shares
    Change vs previous 13F +7,235 shares

    <0.01% of the 13F portfolio, value $1,039,307.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 18,373 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $744,841.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 17,770 shares
    Change vs previous 13F +2,856 shares

    <0.01% of the 13F portfolio, value $654,292.

    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 14,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $519,618.

    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).