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Disclosery

Focus Partners Wealth: ZVIA position timeline

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

Focus Partners Wealth held 151,915 ZVIA 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 151,915 shares
    Change vs previous 13F +6,651 shares

    <0.01% of the 13F portfolio, value $247,622.

    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 145,264 shares
    Change vs previous 13F +2,325 shares

    <0.01% of the 13F portfolio, value $169,958.

    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 142,939 shares
    Change vs previous 13F -142,953 shares

    <0.01% of the 13F portfolio, value $331,618.

    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 285,892 shares
    Change vs previous 13F +142,958 shares

    <0.01% of the 13F portfolio, value $777,626.

    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 142,934 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $460,247.

    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 142,934 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $308,737.

    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 142,934 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $598,893.

    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 142,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $154,369.

    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).