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Focused Wealth Management, Inc: VUG position timeline

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

Focused Wealth Management, Inc held 13,859 VUG 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 13,859 shares
    Change vs previous 13F +11,527 shares

    0.11% of the 13F portfolio, value $1,193,793.

    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 2,332 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $1,018,582.

    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 2,329 shares
    Change vs previous 13F -160 shares

    0.12% of the 13F portfolio, value $1,136,436.

    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 2,489 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $1,193,965.

    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 2,501 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,096,243.

    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 2,501 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $927,256.

    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 2,515 shares
    Change vs previous 13F -30 shares

    0.14% of the 13F portfolio, value $1,032,371.

    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 2,545 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $977,149.

    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).