Skip to content
Disclosery

Focused Wealth Management, Inc: VBIL position timeline

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

Focused Wealth Management, Inc held 9,099 VBIL 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 9,099 shares
    Change vs previous 13F -179 shares

    0.06% of the 13F portfolio, value $688,643.

    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 9,278 shares
    Change vs previous 13F +772 shares

    0.07% of the 13F portfolio, value $701,885.

    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 8,506 shares
    Change vs previous 13F -300,114 shares

    0.07% of the 13F portfolio, value $641,642.

    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 308,620 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $23,336,299.

    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).