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Focus Partners Wealth: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on V, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 1,773,229 V shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,773,229 shares
    Change vs previous 13F -205,681 shares

    0.56% of the 13F portfolio, value $608,375,126.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,730,615 shares
    • Focus Partners Advisor Solutions, LLC: 42,614 shares

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

  2. period ended2026-03-31
    13F 1,978,910 shares
    Change vs previous 13F +708,135 shares

    0.6% of the 13F portfolio, value $598,265,947.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,940,415 shares
    • Focus Partners Advisor Solutions, LLC: 38,495 shares

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

  3. period ended2025-12-31
    13F 1,270,775 shares
    Change vs previous 13F +719,982 shares

    0.46% of the 13F portfolio, value $445,673,234.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,238,994 shares
    • Focus Partners Advisor Solutions, LLC: 31,781 shares

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

  4. period ended2025-09-30
    13F 550,793 shares
    Change vs previous 13F +64,211 shares

    0.27% of the 13F portfolio, value $187,935,860.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 519,799 shares
    • Focus Partners Advisor Solutions, LLC: 30,994 shares

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

  5. period ended2025-06-30
    13F 486,582 shares
    Change vs previous 13F +48,690 shares

    0.32% of the 13F portfolio, value $172,755,310.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 452,615 shares
    • Focus Partners Advisor Solutions, LLC: 33,967 shares

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

  6. period ended2025-03-31
    13F/A 437,892 shares
    Change vs previous 13F +2,100 shares

    0.33% of the 13F portfolio, value $153,463,989.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 401,537 shares
    • Focus Partners Advisor Solutions, LLC: 36,355 shares

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

  7. period ended2024-12-31
    13F/A 435,792 shares
    Change vs previous 13F +50,500 shares

    0.31% of the 13F portfolio, value $137,728,637.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 402,224 shares
    • Focus Partners Advisor Solutions, LLC: 33,568 shares

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

  8. period ended2024-09-30
    13F 385,292 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $77,676,538.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 361,680 shares
    • Focus Partners Advisor Solutions, LLC: 23,612 shares

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