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Disclosery

Focus Partners Wealth: VFQY position timeline

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

Focus Partners Wealth held 74,972 VFQY 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 74,972 shares
    Change vs previous 13F -335 shares

    0.01% of the 13F portfolio, value $12,767,049.

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

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

  2. period ended2026-03-31
    13F 75,307 shares
    Change vs previous 13F -2,470 shares

    0.01% of the 13F portfolio, value $11,238,243.

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

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

  3. period ended2025-12-31
    13F 77,777 shares
    Change vs previous 13F -1,746 shares

    0.01% of the 13F portfolio, value $11,931,707.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 79,523 shares
    Change vs previous 13F +9,579 shares

    0.02% of the 13F portfolio, value $11,993,841.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 69,944 shares
    Change vs previous 13F +1,459 shares

    0.02% of the 13F portfolio, value $10,052,403.

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

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

  6. period ended2025-03-31
    13F/A 68,485 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $9,153,274.

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

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

  7. period ended2024-12-31
    13F/A 68,011 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,582,022.

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

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