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Focus Partners Wealth: VLUE position timeline

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

Focus Partners Wealth held 385,037 VLUE 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 385,037 shares
    Change vs previous 13F -13,694 shares

    0.07% of the 13F portfolio, value $76,934,587.

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

    • Focus Partners Wealth: 319,562 shares
    • Focus Partners Advisor Solutions, LLC: 65,475 shares

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

  2. period ended2026-03-31
    13F 398,731 shares
    Change vs previous 13F +4,460 shares

    0.06% of the 13F portfolio, value $56,695,690.

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

    • Focus Partners Wealth: 331,680 shares
    • Focus Partners Advisor Solutions, LLC: 67,051 shares

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

  3. period ended2025-12-31
    13F 394,271 shares
    Change vs previous 13F +61,958 shares

    0.06% of the 13F portfolio, value $53,908,772.

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

    • Focus Partners Wealth: 328,961 shares
    • Focus Partners Advisor Solutions, LLC: 65,310 shares

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

  4. period ended2025-09-30
    13F 332,313 shares
    Change vs previous 13F -767 shares

    0.06% of the 13F portfolio, value $41,556,155.

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

    • Focus Partners Wealth: 283,329 shares
    • Focus Partners Advisor Solutions, LLC: 48,984 shares

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

  5. period ended2025-06-30
    13F 333,080 shares
    Change vs previous 13F +113,573 shares

    0.07% of the 13F portfolio, value $37,708,055.

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

    • Focus Partners Wealth: 276,753 shares
    • Focus Partners Advisor Solutions, LLC: 56,327 shares

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

  6. period ended2025-03-31
    13F/A 219,507 shares
    Change vs previous 13F +104,838 shares

    0.05% of the 13F portfolio, value $23,410,447.

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

    • Focus Partners Wealth: 193,444 shares
    • Focus Partners Advisor Solutions, LLC: 26,063 shares

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

  7. period ended2024-12-31
    13F/A 114,669 shares
    Change vs previous 13F +6,099 shares

    0.03% of the 13F portfolio, value $12,110,210.

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

    • Focus Partners Wealth: 88,069 shares
    • Focus Partners Advisor Solutions, LLC: 26,600 shares

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

  8. period ended2024-09-30
    13F 108,570 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,838,513.

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

    • Focus Partners Wealth: 85,453 shares
    • Focus Partners Advisor Solutions, LLC: 23,117 shares

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