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Focus Partners Wealth: PAVE position timeline

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

Focus Partners Wealth held 3,110,647 PAVE 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 3,110,647 shares
    Change vs previous 13F +2,495,140 shares

    0.17% of the 13F portfolio, value $183,281,986.

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

    • Focus Partners Wealth: 3,061,202 shares
    • Focus Partners Advisor Solutions, LLC: 49,445 shares

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

  2. period ended2026-03-31
    13F 615,507 shares
    Change vs previous 13F +49,350 shares

    0.03% of the 13F portfolio, value $31,273,930.

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

    • Focus Partners Wealth: 590,378 shares
    • Focus Partners Advisor Solutions, LLC: 25,129 shares

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

  3. period ended2025-12-31
    13F 566,157 shares
    Change vs previous 13F +6,799 shares

    0.03% of the 13F portfolio, value $27,011,109.

    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 559,358 shares
    Change vs previous 13F +5,867 shares

    0.04% of the 13F portfolio, value $26,642,252.

    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 553,491 shares
    Change vs previous 13F -153,084 shares

    0.05% of the 13F portfolio, value $24,121,114.

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

    • Focus Partners Wealth: 553,491 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 706,575 shares
    Change vs previous 13F +137,320 shares

    0.06% of the 13F portfolio, value $26,659,138.

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

    • Focus Partners Wealth: 700,618 shares
    • Focus Partners Advisor Solutions, LLC: 5,957 shares

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

  7. period ended2024-12-31
    13F/A 569,255 shares
    Change vs previous 13F +525,892 shares

    0.05% of the 13F portfolio, value $23,003,632.

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

    • Focus Partners Wealth: 562,870 shares
    • Focus Partners Advisor Solutions, LLC: 6,385 shares

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

  8. period ended2024-09-30
    13F 43,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,418,587.

    13F-HR 0001542153-24-000013 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).