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Focus Partners Wealth: VONE position timeline

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

Focus Partners Wealth held 46,868 VONE 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 46,868 shares
    Change vs previous 13F +7,032 shares

    0.01% of the 13F portfolio, value $15,875,497.

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

    • Focus Partners Wealth: 45,225 shares
    • Focus Partners Advisor Solutions, LLC: 1,643 shares

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

  2. period ended2026-03-31
    13F 39,836 shares
    Change vs previous 13F -11,982 shares

    0.01% of the 13F portfolio, value $11,756,566.

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

    • Focus Partners Wealth: 38,196 shares
    • Focus Partners Advisor Solutions, LLC: 1,640 shares

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

  3. period ended2025-12-31
    13F 51,818 shares
    Change vs previous 13F -8,627,204 shares

    0.02% of the 13F portfolio, value $16,013,924.

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

    • Focus Partners Wealth: 50,401 shares
    • Focus Partners Advisor Solutions, LLC: 1,417 shares

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

  4. period ended2025-09-30
    13F 8,679,022 shares
    Change vs previous 13F +8,636,153 shares

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

    • Focus Partners Wealth: 8,677,739 shares
    • Focus Partners Advisor Solutions, LLC: 1,283 shares

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  5. period ended2025-06-30
    13F 42,869 shares
    Change vs previous 13F +311 shares

    0.02% of the 13F portfolio, value $12,040,487.

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

    • Focus Partners Wealth: 41,589 shares
    • Focus Partners Advisor Solutions, LLC: 1,280 shares

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

  6. period ended2025-03-31
    13F/A 42,558 shares
    Change vs previous 13F -2,854 shares

    0.02% of the 13F portfolio, value $10,804,500.

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

    • Focus Partners Wealth: 41,282 shares
    • Focus Partners Advisor Solutions, LLC: 1,276 shares

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

  7. period ended2024-12-31
    13F/A 45,412 shares
    Change vs previous 13F -2,260 shares

    0.03% of the 13F portfolio, value $12,112,958.

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

    • Focus Partners Wealth: 44,140 shares
    • Focus Partners Advisor Solutions, LLC: 1,272 shares

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

  8. period ended2024-09-30
    13F 47,672 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,398,439.

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

    • Focus Partners Wealth: 46,404 shares
    • Focus Partners Advisor Solutions, LLC: 1,268 shares

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