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Focus Partners Wealth: VMBS position timeline

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

Focus Partners Wealth held 2,472,358 VMBS 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 2,472,358 shares
    Change vs previous 13F -101,916 shares

    0.11% of the 13F portfolio, value $115,731,127.

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

    • Focus Partners Wealth: 2,422,537 shares
    • Focus Partners Advisor Solutions, LLC: 49,821 shares

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

  2. period ended2026-03-31
    13F 2,574,274 shares
    Change vs previous 13F +118,939 shares

    0.12% of the 13F portfolio, value $120,862,192.

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

    • Focus Partners Wealth: 2,523,940 shares
    • Focus Partners Advisor Solutions, LLC: 50,334 shares

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

  3. period ended2025-12-31
    13F 2,455,335 shares
    Change vs previous 13F +2,365,598 shares

    0.12% of the 13F portfolio, value $115,597,249.

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

    • Focus Partners Wealth: 2,409,074 shares
    • Focus Partners Advisor Solutions, LLC: 46,261 shares

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

  4. period ended2025-09-30
    13F 89,737 shares
    Change vs previous 13F +8,409 shares

    0.05% of the 13F portfolio, value $4,219,398.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 89,737 shares

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

  5. period ended2025-06-30
    13F 81,328 shares
    Change vs previous 13F +2,406 shares

    0.01% of the 13F portfolio, value $3,768,739.

    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: 23,166 shares
    • Focus Partners Advisor Solutions, LLC: 58,162 shares

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

  6. period ended2025-03-31
    13F/A 78,922 shares
    Change vs previous 13F +58,459 shares

    0.01% of the 13F portfolio, value $3,654,917.

    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: 19,878 shares
    • Focus Partners Advisor Solutions, LLC: 59,044 shares

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

  7. period ended2024-12-31
    13F 20,463 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $927,821.

    13F-HR 0001085146-25-001729 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).