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Focus Partners Wealth: VOO position timeline

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

Focus Partners Wealth held 2,759,708 VOO 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 2,759,708 shares
    Change vs previous 13F +14,646 shares

    1.73% of the 13F portfolio, value $1,895,395,663.

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

    • Focus Partners Wealth: 2,688,933 shares
    • Focus Partners Advisor Solutions, LLC: 70,775 shares

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

  2. period ended2026-03-31
    13F 2,745,062 shares
    Change vs previous 13F +25,906 shares

    1.64% of the 13F portfolio, value $1,640,622,780.

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

    • Focus Partners Wealth: 2,671,958 shares
    • Focus Partners Advisor Solutions, LLC: 73,104 shares

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

  3. period ended2025-12-31
    13F 2,719,156 shares
    Change vs previous 13F +129,290 shares

    1.78% of the 13F portfolio, value $1,702,188,113.

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

    • Focus Partners Wealth: 2,662,135 shares
    • Focus Partners Advisor Solutions, LLC: 57,021 shares

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

  4. period ended2025-09-30
    13F 2,589,866 shares
    Change vs previous 13F +995,028 shares

    2.24% of the 13F portfolio, value $1,589,574,757.

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

    • Focus Partners Wealth: 2,504,012 shares
    • Focus Partners Advisor Solutions, LLC: 85,854 shares

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

  5. period ended2025-06-30
    13F 1,594,838 shares
    Change vs previous 13F +131,285 shares

    1.69% of the 13F portfolio, value $906,001,908.

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

    • Focus Partners Wealth: 1,548,766 shares
    • Focus Partners Advisor Solutions, LLC: 46,072 shares

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

  6. period ended2025-03-31
    13F/A 1,463,553 shares
    Change vs previous 13F -28,566 shares

    1.62% of the 13F portfolio, value $752,084,927.

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

    • Focus Partners Wealth: 1,430,680 shares
    • Focus Partners Advisor Solutions, LLC: 32,873 shares

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

  7. period ended2024-12-31
    13F/A 1,492,119 shares
    Change vs previous 13F +144,311 shares

    1.81% of the 13F portfolio, value $803,969,929.

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

    • Focus Partners Wealth: 1,463,619 shares
    • Focus Partners Advisor Solutions, LLC: 28,500 shares

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

  8. period ended2024-09-30
    13F 1,347,808 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $711,210,191.

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

    • Focus Partners Wealth: 1,321,840 shares
    • Focus Partners Advisor Solutions, LLC: 25,968 shares

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