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Focused Wealth Management, Inc: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on VB, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 59,868 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,868 shares
    Change vs previous 13F +1,795 shares

    1.6% of the 13F portfolio, value $18,147,213.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 58,073 shares
    Change vs previous 13F +3,882 shares

    1.59% of the 13F portfolio, value $15,210,395.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 54,191 shares
    Change vs previous 13F +2,543 shares

    1.48% of the 13F portfolio, value $13,978,453.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 51,648 shares
    Change vs previous 13F +2,462 shares

    1.42% of the 13F portfolio, value $13,133,101.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 49,186 shares
    Change vs previous 13F +1,498 shares

    1.42% of the 13F portfolio, value $11,656,040.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 47,688 shares
    Change vs previous 13F +1,963 shares

    1.44% of the 13F portfolio, value $10,574,873.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 45,725 shares
    Change vs previous 13F +1,634 shares

    1.48% of the 13F portfolio, value $10,986,912.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 44,091 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $10,458,919.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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