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Focus Partners Wealth: XGDVX position timeline

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

Focus Partners Wealth held 42,927 XGDVX 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 42,927 shares
    Change vs previous 13F +11,793 shares

    <0.01% of the 13F portfolio, value $1,262,062.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 31,134 shares
    Change vs previous 13F -22,871 shares

    <0.01% of the 13F portfolio, value $1,754,380.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 54,005 shares
    Change vs previous 13F +18,825 shares

    <0.01% of the 13F portfolio, value $1,478,148.

    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 35,180 shares
    Change vs previous 13F +743 shares

    <0.01% of the 13F portfolio, value $954,442.

    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 34,437 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $895,717.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 33,834 shares
    Change vs previous 13F +9,010 shares

    <0.01% of the 13F portfolio, value $816,402.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 24,824 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $599,500.

    13F-HR/A 0001085146-25-003414 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).