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Focus Partners Wealth: VOT position timeline

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

Focus Partners Wealth held 52,495 VOT 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 52,495 shares
    Change vs previous 13F -23,103 shares

    0.01% of the 13F portfolio, value $16,079,357.

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

    • Focus Partners Wealth: 38,872 shares
    • Focus Partners Advisor Solutions, LLC: 13,623 shares

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

  2. period ended2026-03-31
    13F 75,598 shares
    Change vs previous 13F +979 shares

    0.02% of the 13F portfolio, value $19,455,617.

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

    • Focus Partners Wealth: 63,194 shares
    • Focus Partners Advisor Solutions, LLC: 12,404 shares

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

  3. period ended2025-12-31
    13F 74,619 shares
    Change vs previous 13F +6,859 shares

    0.02% of the 13F portfolio, value $20,829,666.

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

    • Focus Partners Wealth: 62,227 shares
    • Focus Partners Advisor Solutions, LLC: 12,392 shares

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

  4. period ended2025-09-30
    13F 67,760 shares
    Change vs previous 13F +24,041 shares

    0.03% of the 13F portfolio, value $19,902,760.

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

    • Focus Partners Wealth: 57,196 shares
    • Focus Partners Advisor Solutions, LLC: 10,564 shares

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

  5. period ended2025-06-30
    13F 43,719 shares
    Change vs previous 13F +2,812 shares

    0.02% of the 13F portfolio, value $12,433,595.

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

    • Focus Partners Wealth: 33,279 shares
    • Focus Partners Advisor Solutions, LLC: 10,440 shares

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

  6. period ended2025-03-31
    13F/A 40,907 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $10,007,759.

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

    • Focus Partners Wealth: 30,665 shares
    • Focus Partners Advisor Solutions, LLC: 10,242 shares

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

  7. period ended2024-12-31
    13F/A 41,039 shares
    Change vs previous 13F +8,122 shares

    0.02% of the 13F portfolio, value $10,413,875.

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

    • Focus Partners Wealth: 30,901 shares
    • Focus Partners Advisor Solutions, LLC: 10,138 shares

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

  8. period ended2024-09-30
    13F 32,917 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,014,485.

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

    • Focus Partners Wealth: 29,550 shares
    • Focus Partners Advisor Solutions, LLC: 3,367 shares

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