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Focus Partners Wealth: VPU position timeline

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

Focus Partners Wealth held 13,194 VPU 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 13,194 shares
    Change vs previous 13F -1,517 shares

    <0.01% of the 13F portfolio, value $2,582,773.

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

    • Focus Partners Wealth: 10,958 shares
    • Focus Partners Advisor Solutions, LLC: 2,236 shares

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

  2. period ended2026-03-31
    13F 14,711 shares
    Change vs previous 13F +249 shares

    <0.01% of the 13F portfolio, value $2,915,016.

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

    • Focus Partners Wealth: 11,941 shares
    • Focus Partners Advisor Solutions, LLC: 2,770 shares

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

  3. period ended2025-12-31
    13F 14,462 shares
    Change vs previous 13F +1,982 shares

    <0.01% of the 13F portfolio, value $2,676,399.

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

    • Focus Partners Wealth: 11,510 shares
    • Focus Partners Advisor Solutions, LLC: 2,952 shares

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

  4. period ended2025-09-30
    13F 12,480 shares
    Change vs previous 13F +558 shares

    <0.01% of the 13F portfolio, value $2,368,366.

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

    • Focus Partners Wealth: 11,020 shares
    • Focus Partners Advisor Solutions, LLC: 1,460 shares

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

  5. period ended2025-06-30
    13F 11,922 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $2,104,301.

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

    • Focus Partners Wealth: 10,172 shares
    • Focus Partners Advisor Solutions, LLC: 1,750 shares

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

  6. period ended2025-03-31
    13F/A 11,733 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $2,004,004.

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

    • Focus Partners Wealth: 9,995 shares
    • Focus Partners Advisor Solutions, LLC: 1,738 shares

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

  7. period ended2024-12-31
    13F/A 11,607 shares
    Change vs previous 13F -964 shares

    <0.01% of the 13F portfolio, value $1,896,814.

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

    • Focus Partners Wealth: 10,317 shares
    • Focus Partners Advisor Solutions, LLC: 1,290 shares

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

  8. period ended2024-09-30
    13F 12,571 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,188,076.

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

    • Focus Partners Wealth: 10,739 shares
    • Focus Partners Advisor Solutions, LLC: 1,832 shares

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