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Focus Partners Wealth: VBR position timeline

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

Focus Partners Wealth held 948,298 VBR 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 948,298 shares
    Change vs previous 13F -12,934 shares

    0.21% of the 13F portfolio, value $230,426,979.

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

    • Focus Partners Wealth: 833,299 shares
    • Focus Partners Advisor Solutions, LLC: 114,999 shares

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

  2. period ended2026-03-31
    13F 961,232 shares
    Change vs previous 13F -21,921 shares

    0.21% of the 13F portfolio, value $208,827,138.

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

    • Focus Partners Wealth: 829,355 shares
    • Focus Partners Advisor Solutions, LLC: 131,877 shares

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

  3. period ended2025-12-31
    13F 983,153 shares
    Change vs previous 13F +300,137 shares

    0.22% of the 13F portfolio, value $208,213,790.

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

    • Focus Partners Wealth: 849,534 shares
    • Focus Partners Advisor Solutions, LLC: 133,619 shares

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

  4. period ended2025-09-30
    13F 683,016 shares
    Change vs previous 13F -157,141 shares

    0.2% of the 13F portfolio, value $142,429,175.

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

    • Focus Partners Wealth: 552,460 shares
    • Focus Partners Advisor Solutions, LLC: 130,556 shares

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

  5. period ended2025-06-30
    13F 840,157 shares
    Change vs previous 13F +31,903 shares

    0.31% of the 13F portfolio, value $163,877,844.

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

    • Focus Partners Wealth: 700,565 shares
    • Focus Partners Advisor Solutions, LLC: 139,592 shares

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

  6. period ended2025-03-31
    13F/A 808,254 shares
    Change vs previous 13F +162,108 shares

    0.32% of the 13F portfolio, value $150,570,197.

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

    • Focus Partners Wealth: 667,709 shares
    • Focus Partners Advisor Solutions, LLC: 140,545 shares

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

  7. period ended2024-12-31
    13F/A 646,146 shares
    Change vs previous 13F +30,501 shares

    0.29% of the 13F portfolio, value $128,054,033.

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

    • Focus Partners Wealth: 512,670 shares
    • Focus Partners Advisor Solutions, LLC: 133,476 shares

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

  8. period ended2024-09-30
    13F 615,645 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $123,609,630.

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

    • Focus Partners Wealth: 513,218 shares
    • Focus Partners Advisor Solutions, LLC: 102,427 shares

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