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Focus Partners Wealth: VGSH position timeline

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

Focus Partners Wealth held 1,662,406 VGSH 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 1,662,406 shares
    Change vs previous 13F -129,606 shares

    0.09% of the 13F portfolio, value $96,752,103.

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

    • Focus Partners Wealth: 1,353,304 shares
    • Focus Partners Advisor Solutions, LLC: 309,102 shares

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

  2. period ended2026-03-31
    13F 1,792,012 shares
    Change vs previous 13F +398,622 shares

    0.11% of the 13F portfolio, value $104,904,413.

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

    • Focus Partners Wealth: 1,481,747 shares
    • Focus Partners Advisor Solutions, LLC: 310,265 shares

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

  3. period ended2025-12-31
    13F 1,393,390 shares
    Change vs previous 13F +1,132,362 shares

    0.09% of the 13F portfolio, value $81,834,655.

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

    • Focus Partners Wealth: 1,372,846 shares
    • Focus Partners Advisor Solutions, LLC: 20,544 shares

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

  4. period ended2025-09-30
    13F 261,028 shares
    Change vs previous 13F -297,818 shares

    0.02% of the 13F portfolio, value $15,357,445.

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

    • Focus Partners Wealth: 192,328 shares
    • Focus Partners Advisor Solutions, LLC: 68,700 shares

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

  5. period ended2025-06-30
    13F 558,846 shares
    Change vs previous 13F -756,559 shares

    0.06% of the 13F portfolio, value $32,849,045.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 244,490 shares
    • Focus Partners Advisor Solutions, LLC: 314,356 shares

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

  6. period ended2025-03-31
    13F/A 1,315,405 shares
    Change vs previous 13F +793,405 shares

    0.17% of the 13F portfolio, value $77,201,218.

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

    • Focus Partners Wealth: 1,000,480 shares
    • Focus Partners Advisor Solutions, LLC: 314,925 shares

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

  7. period ended2024-12-31
    13F/A 522,000 shares
    Change vs previous 13F +334 shares

    0.07% of the 13F portfolio, value $30,369,932.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 225,259 shares
    • Focus Partners Advisor Solutions, LLC: 296,741 shares

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

  8. period ended2024-09-30
    13F 521,666 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $30,790,387.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 215,936 shares
    • Focus Partners Advisor Solutions, LLC: 305,730 shares

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