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Disclosery

Focus Partners Wealth: VIRT position timeline

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

Focus Partners Wealth held 1,060,141 VIRT 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 1,060,141 shares
    Change vs previous 13F +101,987 shares

    0.06% of the 13F portfolio, value $63,152,614.

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

    • Focus Partners Wealth: 1,051,137 shares
    • Focus Partners Advisor Solutions, LLC: 9,004 shares

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

  2. period ended2026-03-31
    13F 958,154 shares
    Change vs previous 13F +71,223 shares

    0.05% of the 13F portfolio, value $42,139,585.

    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 886,931 shares
    Change vs previous 13F +27,916 shares

    0.04% of the 13F portfolio, value $31,399,822.

    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 859,015 shares
    Change vs previous 13F +34,454 shares

    0.05% of the 13F portfolio, value $30,495,069.

    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 824,561 shares
    Change vs previous 13F -87,682 shares

    0.08% of the 13F portfolio, value $36,932,092.

    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 912,243 shares
    Change vs previous 13F +10,677 shares

    0.09% of the 13F portfolio, value $34,774,722.

    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 901,566 shares
    Change vs previous 13F +592 shares

    0.08% of the 13F portfolio, value $32,167,898.

    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).

  8. period ended2024-09-30
    13F 900,974 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $27,443,656.

    13F-HR 0001542153-24-000013 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).