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Focused Wealth Management, Inc: VCIT position timeline

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

Focused Wealth Management, Inc held 649,173 VCIT 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 649,173 shares
    Change vs previous 13F +69,242 shares

    4.74% of the 13F portfolio, value $53,654,124.

    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 579,931 shares
    Change vs previous 13F +32,783 shares

    5.01% of the 13F portfolio, value $47,989,270.

    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 547,148 shares
    Change vs previous 13F +51,524 shares

    4.87% of the 13F portfolio, value $45,823,633.

    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 495,624 shares
    Change vs previous 13F +45,077 shares

    4.51% of the 13F portfolio, value $41,686,902.

    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 450,547 shares
    Change vs previous 13F +21,536 shares

    4.56% of the 13F portfolio, value $37,359,381.

    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 429,011 shares
    Change vs previous 13F +26,183 shares

    4.77% of the 13F portfolio, value $35,075,913.

    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 402,828 shares
    Change vs previous 13F +30,295 shares

    4.37% of the 13F portfolio, value $32,335,019.

    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 372,533 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $31,199,673.

    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).