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Focus Partners Wealth: VBIL position timeline

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

Focus Partners Wealth held 23,153 VBIL 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 23,153 shares
    Change vs previous 13F +15,217 shares

    <0.01% of the 13F portfolio, value $1,752,220.

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

    • Focus Partners Wealth: 20,171 shares
    • Focus Partners Advisor Solutions, LLC: 2,982 shares

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

  2. period ended2026-03-31
    13F 7,936 shares
    Change vs previous 13F +4,954 shares

    <0.01% of the 13F portfolio, value $600,358.

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

    • Focus Partners Wealth: 4,662 shares
    • Focus Partners Advisor Solutions, LLC: 3,274 shares

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

  3. period ended2025-12-31
    13F 2,982 shares
    Change vs previous 13F -2,982 shares

    <0.01% of the 13F portfolio, value $224,932.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 5,964 shares
    Change vs previous 13F +2,982 shares

    0.01% of the 13F portfolio, value $450,103.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 2,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,290.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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