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Focus Partners Wealth: VFH position timeline

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

Focus Partners Wealth held 121,443 VFH 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 121,443 shares
    Change vs previous 13F -4,231 shares

    0.01% of the 13F portfolio, value $15,982,116.

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

    • Focus Partners Wealth: 115,665 shares
    • Focus Partners Advisor Solutions, LLC: 5,778 shares

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

  2. period ended2026-03-31
    13F 125,674 shares
    Change vs previous 13F +2,551 shares

    0.02% of the 13F portfolio, value $15,182,907.

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

    • Focus Partners Wealth: 120,635 shares
    • Focus Partners Advisor Solutions, LLC: 5,039 shares

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

  3. period ended2025-12-31
    13F 123,123 shares
    Change vs previous 13F +110,858 shares

    0.02% of the 13F portfolio, value $16,432,965.

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

    • Focus Partners Wealth: 118,590 shares
    • Focus Partners Advisor Solutions, LLC: 4,533 shares

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

  4. period ended2025-09-30
    13F 12,265 shares
    Change vs previous 13F +1,674 shares

    <0.01% of the 13F portfolio, value $1,608,554.

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

    • Focus Partners Wealth: 9,555 shares
    • Focus Partners Advisor Solutions, LLC: 2,710 shares

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

  5. period ended2025-06-30
    13F 10,591 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $1,348,250.

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

    • Focus Partners Wealth: 6,595 shares
    • Focus Partners Advisor Solutions, LLC: 3,996 shares

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

  6. period ended2025-03-31
    13F/A 11,189 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $1,336,885.

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

    • Focus Partners Wealth: 7,821 shares
    • Focus Partners Advisor Solutions, LLC: 3,368 shares

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

  7. period ended2024-12-31
    13F/A 11,135 shares
    Change vs previous 13F -2,452 shares

    <0.01% of the 13F portfolio, value $1,314,816.

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

    • Focus Partners Wealth: 7,078 shares
    • Focus Partners Advisor Solutions, LLC: 4,057 shares

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

  8. period ended2024-09-30
    13F 13,587 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,493,445.

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

    • Focus Partners Wealth: 9,512 shares
    • Focus Partners Advisor Solutions, LLC: 4,075 shares

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