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Disclosery

Focus Partners Wealth: NULV position timeline

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

Focus Partners Wealth held 34,108 NULV 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 34,108 shares
    Change vs previous 13F +8,474 shares

    <0.01% of the 13F portfolio, value $1,705,146.

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

    • Focus Partners Wealth: 25,517 shares
    • Focus Partners Advisor Solutions, LLC: 8,591 shares

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

  2. period ended2026-03-31
    13F 25,634 shares
    Change vs previous 13F -7,334 shares

    <0.01% of the 13F portfolio, value $1,166,374.

    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 32,968 shares
    Change vs previous 13F +2,245 shares

    <0.01% of the 13F portfolio, value $1,485,234.

    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 30,723 shares
    Change vs previous 13F +11,139 shares

    <0.01% of the 13F portfolio, value $1,346,532.

    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 19,584 shares
    Change vs previous 13F -1,254 shares

    <0.01% of the 13F portfolio, value $820,863.

    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 20,838 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $843,730.

    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).

  7. period ended2024-12-31
    13F/A 20,936 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $824,251.

    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).

  8. period ended2024-09-30
    13F 19,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $806,197.

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

    • Focus Partners Wealth: 19,324 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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