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Focus Partners Wealth: VRSK position timeline

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

Focus Partners Wealth held 739,093 VRSK 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 739,093 shares
    Change vs previous 13F -710,550 shares

    0.14% of the 13F portfolio, value $132,689,534.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 1,449,643 shares
    Change vs previous 13F +1,409,821 shares

    0.31% of the 13F portfolio, value $275,069,798.

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

    • Focus Partners Wealth: 1,449,643 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 39,822 shares
    Change vs previous 13F +1,780 shares

    0.01% of the 13F portfolio, value $9,005,481.

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

    • Focus Partners Wealth: 38,276 shares
    • Focus Partners Advisor Solutions, LLC: 1,546 shares

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

  4. period ended2025-09-30
    13F 38,042 shares
    Change vs previous 13F +5,319 shares

    0.01% of the 13F portfolio, value $9,522,285.

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

    • Focus Partners Wealth: 36,137 shares
    • Focus Partners Advisor Solutions, LLC: 1,905 shares

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

  5. period ended2025-06-30
    13F 32,723 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $10,193,886.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 32,276 shares
    Change vs previous 13F -376 shares

    0.02% of the 13F portfolio, value $9,606,167.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 32,652 shares
    Change vs previous 13F +18,627 shares

    0.02% of the 13F portfolio, value $8,993,677.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 14,025 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,762,745.

    13F-HR 0001542153-24-000013 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).