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Disclosery

Focus Partners Wealth: VO position timeline

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

Focus Partners Wealth held 892,866 VO 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 892,866 shares
    Change vs previous 13F +683,259 shares

    0.07% of the 13F portfolio, value $71,938,472.

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

    • Focus Partners Wealth: 823,224 shares
    • Focus Partners Advisor Solutions, LLC: 69,642 shares

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

  2. period ended2026-03-31
    13F 209,607 shares
    Change vs previous 13F +1,303 shares

    0.06% of the 13F portfolio, value $56,432,436.

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

    • Focus Partners Wealth: 199,341 shares
    • Focus Partners Advisor Solutions, LLC: 10,266 shares

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

  3. period ended2025-12-31
    13F 208,304 shares
    Change vs previous 13F +21,168 shares

    0.06% of the 13F portfolio, value $60,461,260.

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

    • Focus Partners Wealth: 192,490 shares
    • Focus Partners Advisor Solutions, LLC: 15,814 shares

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

  4. period ended2025-09-30
    13F 187,136 shares
    Change vs previous 13F +9,873 shares

    0.08% of the 13F portfolio, value $54,906,510.

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

    • Focus Partners Wealth: 156,974 shares
    • Focus Partners Advisor Solutions, LLC: 30,162 shares

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

  5. period ended2025-06-30
    13F 177,263 shares
    Change vs previous 13F +23,127 shares

    0.09% of the 13F portfolio, value $49,615,457.

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

    • Focus Partners Wealth: 158,115 shares
    • Focus Partners Advisor Solutions, LLC: 19,148 shares

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

  6. period ended2025-03-31
    13F/A 154,136 shares
    Change vs previous 13F +19,976 shares

    0.09% of the 13F portfolio, value $39,863,427.

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

    • Focus Partners Wealth: 140,695 shares
    • Focus Partners Advisor Solutions, LLC: 13,441 shares

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

  7. period ended2024-12-31
    13F/A 134,160 shares
    Change vs previous 13F -485,145 shares

    0.08% of the 13F portfolio, value $35,436,026.

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

    • Focus Partners Wealth: 121,336 shares
    • Focus Partners Advisor Solutions, LLC: 12,824 shares

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

  8. period ended2024-09-30
    13F 619,305 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $56,950,037.

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

    • Focus Partners Wealth: 603,854 shares
    • Focus Partners Advisor Solutions, LLC: 15,451 shares

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