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Focus Partners Wealth: VRP position timeline

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

Focus Partners Wealth held 31,155 VRP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,155 shares
    Change vs previous 13F -3,567 shares

    <0.01% of the 13F portfolio, value $757,379.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,372 shares
    • Focus Partners Advisor Solutions, LLC: 20,783 shares

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

  2. period ended2026-03-31
    13F 34,722 shares
    Change vs previous 13F +24,910 shares

    <0.01% of the 13F portfolio, value $832,641.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,328 shares
    • Focus Partners Advisor Solutions, LLC: 25,394 shares

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

  3. period ended2025-12-31
    13F 9,812 shares
    Change vs previous 13F +9,812 shares

    <0.01% of the 13F portfolio, value $238,725.

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

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -31,406 shares

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 31,406 shares
    Change vs previous 13F -23,497 shares

    0.01% of the 13F portfolio, value $767,877.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 54,903 shares
    Change vs previous 13F -17,097 shares

    0.02% of the 13F portfolio, value $1,330,849.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 54,903 shares

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

  7. period ended2024-12-31
    13F/A 72,000 shares
    Change vs previous 13F -3,153 shares

    <0.01% of the 13F portfolio, value $1,741,690.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,957 shares
    • Focus Partners Advisor Solutions, LLC: 59,043 shares

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

  8. period ended2024-09-30
    13F 75,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,838,253.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,371 shares
    • Focus Partners Advisor Solutions, LLC: 59,782 shares

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