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Focus Partners Wealth: VIG position timeline

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

Focus Partners Wealth held 771,081 VIG 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 771,081 shares
    Change vs previous 13F +2,492 shares

    0.17% of the 13F portfolio, value $182,453,438.

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

    • Focus Partners Wealth: 700,902 shares
    • Focus Partners Advisor Solutions, LLC: 70,179 shares

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

  2. period ended2026-03-31
    13F 768,589 shares
    Change vs previous 13F +6,655 shares

    0.17% of the 13F portfolio, value $165,333,805.

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

    • Focus Partners Wealth: 688,702 shares
    • Focus Partners Advisor Solutions, LLC: 79,887 shares

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

  3. period ended2025-12-31
    13F 761,934 shares
    Change vs previous 13F -5,334 shares

    0.17% of the 13F portfolio, value $167,408,834.

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

    • Focus Partners Wealth: 688,833 shares
    • Focus Partners Advisor Solutions, LLC: 73,101 shares

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

  4. period ended2025-09-30
    13F 767,268 shares
    Change vs previous 13F +39,631 shares

    0.23% of the 13F portfolio, value $165,863,809.

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

    • Focus Partners Wealth: 707,481 shares
    • Focus Partners Advisor Solutions, LLC: 59,787 shares

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

  5. period ended2025-06-30
    13F 727,637 shares
    Change vs previous 13F +61,023 shares

    0.28% of the 13F portfolio, value $148,929,905.

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

    • Focus Partners Wealth: 657,243 shares
    • Focus Partners Advisor Solutions, LLC: 70,394 shares

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

  6. period ended2025-03-31
    13F/A 666,614 shares
    Change vs previous 13F +53,179 shares

    0.28% of the 13F portfolio, value $129,317,095.

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

    • Focus Partners Wealth: 594,936 shares
    • Focus Partners Advisor Solutions, LLC: 71,678 shares

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

  7. period ended2024-12-31
    13F/A 613,435 shares
    Change vs previous 13F -281,180 shares

    0.27% of the 13F portfolio, value $120,129,589.

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

    • Focus Partners Wealth: 543,877 shares
    • Focus Partners Advisor Solutions, LLC: 69,558 shares

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

  8. period ended2024-09-30
    13F 894,615 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $169,422,537.

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

    • Focus Partners Wealth: 854,032 shares
    • Focus Partners Advisor Solutions, LLC: 40,583 shares

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