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Focus Partners Wealth: VBK position timeline

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

Focus Partners Wealth held 250,166 VBK 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 250,166 shares
    Change vs previous 13F -4,875 shares

    0.08% of the 13F portfolio, value $91,486,263.

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

    • Focus Partners Wealth: 218,136 shares
    • Focus Partners Advisor Solutions, LLC: 32,030 shares

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

  2. period ended2026-03-31
    13F 255,041 shares
    Change vs previous 13F -4,524 shares

    0.08% of the 13F portfolio, value $77,085,725.

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

    • Focus Partners Wealth: 223,562 shares
    • Focus Partners Advisor Solutions, LLC: 31,479 shares

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

  3. period ended2025-12-31
    13F 259,565 shares
    Change vs previous 13F +2,966 shares

    0.08% of the 13F portfolio, value $78,003,629.

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

    • Focus Partners Wealth: 227,911 shares
    • Focus Partners Advisor Solutions, LLC: 31,654 shares

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

  4. period ended2025-09-30
    13F 256,599 shares
    Change vs previous 13F -293 shares

    0.11% of the 13F portfolio, value $76,378,995.

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

    • Focus Partners Wealth: 226,225 shares
    • Focus Partners Advisor Solutions, LLC: 30,374 shares

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

  5. period ended2025-06-30
    13F 256,892 shares
    Change vs previous 13F +5,531 shares

    0.13% of the 13F portfolio, value $71,144,425.

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

    • Focus Partners Wealth: 222,471 shares
    • Focus Partners Advisor Solutions, LLC: 34,421 shares

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

  6. period ended2025-03-31
    13F/A 251,361 shares
    Change vs previous 13F +6,036 shares

    0.14% of the 13F portfolio, value $63,285,832.

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

    • Focus Partners Wealth: 218,678 shares
    • Focus Partners Advisor Solutions, LLC: 32,683 shares

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

  7. period ended2024-12-31
    13F/A 245,325 shares
    Change vs previous 13F +10,575 shares

    0.15% of the 13F portfolio, value $68,706,107.

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

    • Focus Partners Wealth: 214,633 shares
    • Focus Partners Advisor Solutions, LLC: 30,692 shares

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

  8. period ended2024-09-30
    13F 234,750 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $62,765,148.

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

    • Focus Partners Wealth: 208,099 shares
    • Focus Partners Advisor Solutions, LLC: 26,651 shares

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