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Focused Wealth Management, Inc: VTV position timeline

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

Focused Wealth Management, Inc held 719,710 VTV 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 719,710 shares
    Change vs previous 13F +22,919 shares

    13.85% of the 13F portfolio, value $156,846,388.

    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 696,791 shares
    Change vs previous 13F +15,901 shares

    14.28% of the 13F portfolio, value $136,710,405.

    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 680,890 shares
    Change vs previous 13F +25,671 shares

    13.81% of the 13F portfolio, value $130,043,252.

    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 655,219 shares
    Change vs previous 13F +31,045 shares

    13.22% of the 13F portfolio, value $122,191,829.

    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 624,174 shares
    Change vs previous 13F -3,633 shares

    13.46% of the 13F portfolio, value $110,316,579.

    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 627,807 shares
    Change vs previous 13F +24,437 shares

    14.75% of the 13F portfolio, value $108,447,459.

    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 603,370 shares
    Change vs previous 13F +78,327 shares

    13.79% of the 13F portfolio, value $102,150,460.

    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 525,043 shares
    Change vs previous 13F not available

    12.33% of the 13F portfolio, value $91,656,729.

    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).