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Focus Partners Wealth: VIS position timeline

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

Focus Partners Wealth held 8,452 VIS 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 8,452 shares
    Change vs previous 13F -1,438 shares

    <0.01% of the 13F portfolio, value $3,045,843.

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

    • Focus Partners Wealth: 7,648 shares
    • Focus Partners Advisor Solutions, LLC: 804 shares

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

  2. period ended2026-03-31
    13F 9,890 shares
    Change vs previous 13F +753 shares

    <0.01% of the 13F portfolio, value $3,088,046.

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

    • Focus Partners Wealth: 8,276 shares
    • Focus Partners Advisor Solutions, LLC: 1,614 shares

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

  3. period ended2025-12-31
    13F 9,137 shares
    Change vs previous 13F +5,325 shares

    <0.01% of the 13F portfolio, value $2,726,527.

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

    • Focus Partners Wealth: 7,523 shares
    • Focus Partners Advisor Solutions, LLC: 1,614 shares

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

  4. period ended2025-09-30
    13F 3,812 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $1,130,400.

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

    • Focus Partners Wealth: 2,215 shares
    • Focus Partners Advisor Solutions, LLC: 1,597 shares

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

  5. period ended2025-06-30
    13F 3,016 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $844,845.

    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: 1,403 shares
    • Focus Partners Advisor Solutions, LLC: 1,613 shares

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

  6. period ended2025-03-31
    13F/A 3,021 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $748,043.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,385 shares
    • Focus Partners Advisor Solutions, LLC: 1,636 shares

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

  7. period ended2024-12-31
    13F/A 2,655 shares
    Change vs previous 13F +548 shares

    <0.01% of the 13F portfolio, value $675,553.

    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: 1,232 shares
    • Focus Partners Advisor Solutions, LLC: 1,423 shares

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

  8. period ended2024-09-30
    13F 2,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,009.

    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: 902 shares
    • Focus Partners Advisor Solutions, LLC: 1,205 shares

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