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Focus Financial Network, Inc.: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on VLUE, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 31,114 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,114 shares
    Change vs previous 13F +25 shares

    0.19% of the 13F portfolio, value $6,216,981.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 31,089 shares
    Change vs previous 13F -6,115 shares

    0.16% of the 13F portfolio, value $4,420,605.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 37,204 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $5,086,883.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 37,269 shares
    Change vs previous 13F -1,003 shares

    0.17% of the 13F portfolio, value $4,660,531.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    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 38,272 shares
    Change vs previous 13F +144 shares

    0.17% of the 13F portfolio, value $4,332,802.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 38,128 shares
    Change vs previous 13F -660 shares

    0.17% of the 13F portfolio, value $4,066,342.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 38,788 shares
    Change vs previous 13F -219 shares

    0.16% of the 13F portfolio, value $4,096,446.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 39,007 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,253,368.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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