Focus Partners Wealth: VB position timeline

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

Focus Partners Wealth held 381,342 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 381,342 shares
Change vs previous 13F +38,465 shares
0.11% of the 13F portfolio, value $115,592,136.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 280,808 shares
- Focus Partners Advisor Solutions, LLC: 100,534 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 342,877 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $89,929,824.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 267,051 shares
- Focus Partners Advisor Solutions, LLC: 75,826 shares
Acceptance time not in the bulk data set (spec §4.2).