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Focus Partners Wealth: RFV position timeline

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

Focus Partners Wealth held 6,973 RFV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,973 shares
    Change vs previous 13F -4,604 shares

    0.01% of the 13F portfolio, value $996,669.

    13F-HR 0001868872-26-000004 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).

  2. period ended2026-03-31
    13F 11,577 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $1,504,790.

    13F-HR 0001868872-26-000003 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).

  3. period ended2025-12-31
    13F 12,095 shares
    Change vs previous 13F -9,466 shares

    0.02% of the 13F portfolio, value $1,545,773.

    13F-HR 0001868872-26-000002 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).

  4. period ended2025-09-30
    13F 21,561 shares
    Change vs previous 13F +8,825 shares

    0.03% of the 13F portfolio, value $2,719,784.

    13F-HR 0001868872-25-000004 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).

  5. period ended2025-06-30
    13F 12,736 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $1,539,666.

    13F-HR 0001085146-25-004360 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).

  6. period ended2025-03-31
    13F 12,850 shares
    Change vs previous 13F +3,281 shares

    0.02% of the 13F portfolio, value $1,466,430.

    13F-HR 0001085146-25-003345 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).

  7. period ended2024-12-31
    13F 9,569 shares
    Change vs previous 13F -1,394 shares

    0.02% of the 13F portfolio, value $1,160,723.

    13F-HR 0001085146-25-001729 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).

  8. period ended2024-09-30
    13F 10,963 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,298,584.

    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).