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Focus Partners Wealth: XVV position timeline

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

Focus Partners Wealth held 23,442 XVV 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 23,442 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $1,331,272.

    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 23,115 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $1,137,721.

    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 23,005 shares
    Change vs previous 13F +3,931 shares

    <0.01% of the 13F portfolio, value $1,212,364.

    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 19,074 shares
    Change vs previous 13F -15,192 shares

    <0.01% of the 13F portfolio, value $982,715.

    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 34,266 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,634,105.

    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 34,266 shares
    Change vs previous 13F +19,813 shares

    <0.01% of the 13F portfolio, value $1,465,992.

    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 14,453 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $654,711.

    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).

  8. period ended2024-09-30
    13F 14,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $639,174.

    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).