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Focus Partners Wealth: USMV position timeline

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

Focus Partners Wealth held 1,160,689 USMV 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 1,160,689 shares
    Change vs previous 13F -73,453 shares

    0.1% of the 13F portfolio, value $111,960,242.

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

    • Focus Partners Wealth: 1,114,252 shares
    • Focus Partners Advisor Solutions, LLC: 46,437 shares

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

  2. period ended2026-03-31
    13F 1,234,142 shares
    Change vs previous 13F -35,859 shares

    0.11% of the 13F portfolio, value $114,454,176.

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

    • Focus Partners Wealth: 1,188,453 shares
    • Focus Partners Advisor Solutions, LLC: 45,689 shares

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

  3. period ended2025-12-31
    13F 1,270,001 shares
    Change vs previous 13F +87,271 shares

    0.12% of the 13F portfolio, value $119,588,635.

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

    • Focus Partners Wealth: 1,225,619 shares
    • Focus Partners Advisor Solutions, LLC: 44,382 shares

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

  4. period ended2025-09-30
    13F 1,182,730 shares
    Change vs previous 13F +4,152 shares

    0.16% of the 13F portfolio, value $112,443,344.

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

    • Focus Partners Wealth: 1,124,918 shares
    • Focus Partners Advisor Solutions, LLC: 57,812 shares

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

  5. period ended2025-06-30
    13F 1,178,578 shares
    Change vs previous 13F +32,878 shares

    0.21% of the 13F portfolio, value $110,633,197.

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

    • Focus Partners Wealth: 1,138,345 shares
    • Focus Partners Advisor Solutions, LLC: 40,233 shares

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

  6. period ended2025-03-31
    13F/A 1,145,700 shares
    Change vs previous 13F +19,150 shares

    0.23% of the 13F portfolio, value $107,306,546.

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

    • Focus Partners Wealth: 1,116,698 shares
    • Focus Partners Advisor Solutions, LLC: 29,002 shares

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

  7. period ended2024-12-31
    13F/A 1,126,550 shares
    Change vs previous 13F +811,070 shares

    0.23% of the 13F portfolio, value $100,026,701.

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

    • Focus Partners Wealth: 1,119,087 shares
    • Focus Partners Advisor Solutions, LLC: 7,463 shares

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

  8. period ended2024-09-30
    13F 315,480 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,806,736.

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

    • Focus Partners Wealth: 310,005 shares
    • Focus Partners Advisor Solutions, LLC: 5,475 shares

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