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Focus Partners Wealth: VNQ position timeline

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

Focus Partners Wealth held 554,237 VNQ 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 554,237 shares
    Change vs previous 13F -15,968 shares

    0.05% of the 13F portfolio, value $53,445,324.

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

    • Focus Partners Wealth: 368,036 shares
    • Focus Partners Advisor Solutions, LLC: 186,201 shares

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

  2. period ended2026-03-31
    13F 570,205 shares
    Change vs previous 13F +124,180 shares

    0.05% of the 13F portfolio, value $50,715,886.

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

    • Focus Partners Wealth: 375,047 shares
    • Focus Partners Advisor Solutions, LLC: 195,158 shares

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

  3. period ended2025-12-31
    13F 446,025 shares
    Change vs previous 13F -127,829 shares

    0.04% of the 13F portfolio, value $39,470,210.

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

    • Focus Partners Wealth: 383,726 shares
    • Focus Partners Advisor Solutions, LLC: 62,299 shares

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

  4. period ended2025-09-30
    13F 573,854 shares
    Change vs previous 13F +43,931 shares

    0.07% of the 13F portfolio, value $52,291,610.

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

    • Focus Partners Wealth: 328,836 shares
    • Focus Partners Advisor Solutions, LLC: 245,018 shares

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

  5. period ended2025-06-30
    13F 529,923 shares
    Change vs previous 13F +33,574 shares

    0.09% of the 13F portfolio, value $47,194,910.

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

    • Focus Partners Wealth: 338,150 shares
    • Focus Partners Advisor Solutions, LLC: 191,773 shares

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

  6. period ended2025-03-31
    13F/A 496,349 shares
    Change vs previous 13F -10,025 shares

    0.1% of the 13F portfolio, value $44,939,638.

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

    • Focus Partners Wealth: 321,443 shares
    • Focus Partners Advisor Solutions, LLC: 174,906 shares

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

  7. period ended2024-12-31
    13F/A 506,374 shares
    Change vs previous 13F +143,336 shares

    0.1% of the 13F portfolio, value $45,154,541.

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

    • Focus Partners Wealth: 345,252 shares
    • Focus Partners Advisor Solutions, LLC: 161,122 shares

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

  8. period ended2024-09-30
    13F 363,038 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,367,405.

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

    • Focus Partners Wealth: 287,261 shares
    • Focus Partners Advisor Solutions, LLC: 75,777 shares

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