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Focus Partners Wealth: VOE position timeline

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

Focus Partners Wealth held 675,005 VOE 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 675,005 shares
    Change vs previous 13F -30,032 shares

    0.12% of the 13F portfolio, value $133,381,160.

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

    • Focus Partners Wealth: 653,694 shares
    • Focus Partners Advisor Solutions, LLC: 21,311 shares

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

  2. period ended2026-03-31
    13F 705,037 shares
    Change vs previous 13F +6,997 shares

    0.13% of the 13F portfolio, value $129,924,392.

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

    • Focus Partners Wealth: 683,834 shares
    • Focus Partners Advisor Solutions, LLC: 21,203 shares

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

  3. period ended2025-12-31
    13F 698,040 shares
    Change vs previous 13F -16,985 shares

    0.13% of the 13F portfolio, value $123,184,322.

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

    • Focus Partners Wealth: 677,184 shares
    • Focus Partners Advisor Solutions, LLC: 20,856 shares

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

  4. period ended2025-09-30
    13F 715,025 shares
    Change vs previous 13F +4,687 shares

    0.18% of the 13F portfolio, value $124,817,645.

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

    • Focus Partners Wealth: 682,195 shares
    • Focus Partners Advisor Solutions, LLC: 32,830 shares

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

  5. period ended2025-06-30
    13F 710,338 shares
    Change vs previous 13F +336,093 shares

    0.22% of the 13F portfolio, value $116,822,295.

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

    • Focus Partners Wealth: 667,416 shares
    • Focus Partners Advisor Solutions, LLC: 42,922 shares

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

  6. period ended2025-03-31
    13F/A 374,245 shares
    Change vs previous 13F +20,512 shares

    0.13% of the 13F portfolio, value $60,081,422.

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

    • Focus Partners Wealth: 337,819 shares
    • Focus Partners Advisor Solutions, LLC: 36,426 shares

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

  7. period ended2024-12-31
    13F/A 353,733 shares
    Change vs previous 13F +51,821 shares

    0.13% of the 13F portfolio, value $57,223,688.

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

    • Focus Partners Wealth: 318,936 shares
    • Focus Partners Advisor Solutions, LLC: 34,797 shares

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

  8. period ended2024-09-30
    13F 301,912 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $50,621,874.

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

    • Focus Partners Wealth: 290,025 shares
    • Focus Partners Advisor Solutions, LLC: 11,887 shares

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