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Focus Partners Wealth: VDC position timeline

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

Focus Partners Wealth held 11,338 VDC 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 11,338 shares
    Change vs previous 13F -616 shares

    <0.01% of the 13F portfolio, value $2,557,030.

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

    • Focus Partners Wealth: 9,643 shares
    • Focus Partners Advisor Solutions, LLC: 1,695 shares

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

  2. period ended2026-03-31
    13F 11,954 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $2,684,730.

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

    • Focus Partners Wealth: 9,708 shares
    • Focus Partners Advisor Solutions, LLC: 2,246 shares

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

  3. period ended2025-12-31
    13F 11,761 shares
    Change vs previous 13F -1,555 shares

    <0.01% of the 13F portfolio, value $2,485,381.

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

    • Focus Partners Wealth: 9,461 shares
    • Focus Partners Advisor Solutions, LLC: 2,300 shares

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

  4. period ended2025-09-30
    13F 13,316 shares
    Change vs previous 13F +2,977 shares

    <0.01% of the 13F portfolio, value $2,833,622.

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

    • Focus Partners Wealth: 9,947 shares
    • Focus Partners Advisor Solutions, LLC: 3,369 shares

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

  5. period ended2025-06-30
    13F 10,339 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $2,264,289.

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

    • Focus Partners Wealth: 8,013 shares
    • Focus Partners Advisor Solutions, LLC: 2,326 shares

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

  6. period ended2025-03-31
    13F/A 9,927 shares
    Change vs previous 13F +1,702 shares

    <0.01% of the 13F portfolio, value $2,172,239.

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

    • Focus Partners Wealth: 7,644 shares
    • Focus Partners Advisor Solutions, LLC: 2,283 shares

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

  7. period ended2024-12-31
    13F/A 8,225 shares
    Change vs previous 13F +2,805 shares

    <0.01% of the 13F portfolio, value $1,738,811.

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

    • Focus Partners Wealth: 8,225 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 5,420 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,184,242.

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

    • Focus Partners Wealth: 3,784 shares
    • Focus Partners Advisor Solutions, LLC: 1,636 shares

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