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Focus Partners Wealth: NUV position timeline

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

Focus Partners Wealth held 76,965 NUV 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 76,965 shares
    Change vs previous 13F -5,748 shares

    <0.01% of the 13F portfolio, value $709,624.

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

    • Focus Partners Wealth: 58,172 shares
    • Focus Partners Advisor Solutions, LLC: 18,793 shares

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

  2. period ended2026-03-31
    13F 82,713 shares
    Change vs previous 13F -1,798,692 shares

    <0.01% of the 13F portfolio, value $743,591.

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

    • Focus Partners Wealth: 60,170 shares
    • Focus Partners Advisor Solutions, LLC: 22,543 shares

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

  3. period ended2025-12-31
    13F 1,881,405 shares
    Change vs previous 13F +1,826,181 shares

    0.02% of the 13F portfolio, value $17,045,537.

    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 55,224 shares
    Change vs previous 13F -29,282 shares

    <0.01% of the 13F portfolio, value $495,913.

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

    • Focus Partners Wealth: 55,224 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 84,506 shares
    Change vs previous 13F +22,860 shares

    <0.01% of the 13F portfolio, value $734,357.

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

    • Focus Partners Wealth: 61,593 shares
    • Focus Partners Advisor Solutions, LLC: 22,913 shares

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

  6. period ended2025-03-31
    13F/A 61,646 shares
    Change vs previous 13F +5,087 shares

    <0.01% of the 13F portfolio, value $540,635.

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

    • Focus Partners Wealth: 61,646 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 56,559 shares
    Change vs previous 13F +37,970 shares

    <0.01% of the 13F portfolio, value $485,844.

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

    • Focus Partners Wealth: 30,646 shares
    • Focus Partners Advisor Solutions, LLC: 25,913 shares

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

  8. period ended2024-09-30
    13F 18,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,673.

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

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