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Focus Partners Wealth: VIOO position timeline

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

Focus Partners Wealth held 4,255 VIOO 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 4,255 shares
    Change vs previous 13F +2,065 shares

    <0.01% of the 13F portfolio, value $585,175.

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

    • Focus Partners Wealth: 2,567 shares
    • Focus Partners Advisor Solutions, LLC: 1,688 shares

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

  2. period ended2026-03-31
    13F 2,190 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $251,492.

    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 2,308 shares
    Change vs previous 13F -2,506 shares

    <0.01% of the 13F portfolio, value $256,083.

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

    • Focus Partners Wealth: 2,308 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 4,814 shares
    Change vs previous 13F +2,059 shares

    0.01% of the 13F portfolio, value $533,392.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 2,755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,889.

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

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