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Disclosery

Focus Partners Wealth: VNLA position timeline

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

Focus Partners Wealth held 9,015 VNLA 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 9,015 shares
    Change vs previous 13F -1,546 shares

    <0.01% of the 13F portfolio, value $440,533.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 10,561 shares
    Change vs previous 13F -413 shares

    <0.01% of the 13F portfolio, value $516,010.

    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 10,974 shares
    Change vs previous 13F -5,593 shares

    <0.01% of the 13F portfolio, value $539,265.

    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 16,567 shares
    Change vs previous 13F -1,710 shares

    <0.01% of the 13F portfolio, value $816,587.

    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 18,277 shares
    Change vs previous 13F -3,511 shares

    <0.01% of the 13F portfolio, value $899,228.

    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 21,788 shares
    Change vs previous 13F -3,743 shares

    <0.01% of the 13F portfolio, value $1,070,880.

    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 25,531 shares
    Change vs previous 13F +974 shares

    <0.01% of the 13F portfolio, value $1,248,722.

    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 24,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,204,275.

    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).