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Focus Partners Wealth: VLTO position timeline

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

Focus Partners Wealth held 66,041 VLTO 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 66,041 shares
    Change vs previous 13F +8,974 shares

    0.01% of the 13F portfolio, value $5,856,893.

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

    • Focus Partners Wealth: 61,789 shares
    • Focus Partners Advisor Solutions, LLC: 4,252 shares

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

  2. period ended2026-03-31
    13F 57,067 shares
    Change vs previous 13F -19,236 shares

    0.01% of the 13F portfolio, value $5,046,234.

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

    • Focus Partners Wealth: 53,424 shares
    • Focus Partners Advisor Solutions, LLC: 3,643 shares

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

  3. period ended2025-12-31
    13F 76,303 shares
    Change vs previous 13F -1,906 shares

    0.01% of the 13F portfolio, value $7,614,560.

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

    • Focus Partners Wealth: 68,114 shares
    • Focus Partners Advisor Solutions, LLC: 8,189 shares

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

  4. period ended2025-09-30
    13F 78,209 shares
    Change vs previous 13F +17,685 shares

    0.01% of the 13F portfolio, value $8,231,202.

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

    • Focus Partners Wealth: 69,208 shares
    • Focus Partners Advisor Solutions, LLC: 9,001 shares

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

  5. period ended2025-06-30
    13F 60,524 shares
    Change vs previous 13F +7,965 shares

    0.01% of the 13F portfolio, value $6,110,209.

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

    • Focus Partners Wealth: 57,126 shares
    • Focus Partners Advisor Solutions, LLC: 3,398 shares

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

  6. period ended2025-03-31
    13F/A 52,559 shares
    Change vs previous 13F -935 shares

    0.01% of the 13F portfolio, value $5,122,242.

    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 53,494 shares
    Change vs previous 13F +5,124 shares

    0.01% of the 13F portfolio, value $5,448,507.

    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 48,370 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,394,208.

    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).