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Focus Partners Wealth: NVST position timeline

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

Focus Partners Wealth held 182,161 NVST 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 182,161 shares
    Change vs previous 13F +67,561 shares

    <0.01% of the 13F portfolio, value $4,801,285.

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

    • Focus Partners Wealth: 169,760 shares
    • Focus Partners Advisor Solutions, LLC: 12,401 shares

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

  2. period ended2026-03-31
    13F 114,600 shares
    Change vs previous 13F +30,365 shares

    <0.01% of the 13F portfolio, value $2,948,386.

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

    • Focus Partners Wealth: 103,621 shares
    • Focus Partners Advisor Solutions, LLC: 10,979 shares

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

  3. period ended2025-12-31
    13F 84,235 shares
    Change vs previous 13F +61,778 shares

    <0.01% of the 13F portfolio, value $1,828,669.

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

    • Focus Partners Wealth: 68,675 shares
    • Focus Partners Advisor Solutions, LLC: 15,560 shares

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

  4. period ended2025-09-30
    13F 22,457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,749,720.

    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).