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Focus Partners Wealth: VRT position timeline

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

Focus Partners Wealth held 135,803 VRT 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 135,803 shares
    Change vs previous 13F +7,369 shares

    0.04% of the 13F portfolio, value $45,475,073.

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

    • Focus Partners Wealth: 121,953 shares
    • Focus Partners Advisor Solutions, LLC: 13,850 shares

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

  2. period ended2026-03-31
    13F 128,434 shares
    Change vs previous 13F +65,933 shares

    0.03% of the 13F portfolio, value $32,245,165.

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

    • Focus Partners Wealth: 111,734 shares
    • Focus Partners Advisor Solutions, LLC: 16,700 shares

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

  3. period ended2025-12-31
    13F 62,501 shares
    Change vs previous 13F +4,476 shares

    0.01% of the 13F portfolio, value $10,094,263.

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

    • Focus Partners Wealth: 49,575 shares
    • Focus Partners Advisor Solutions, LLC: 12,926 shares

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

  4. period ended2025-09-30
    13F 58,025 shares
    Change vs previous 13F +16,288 shares

    0.01% of the 13F portfolio, value $8,992,199.

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

    • Focus Partners Wealth: 46,119 shares
    • Focus Partners Advisor Solutions, LLC: 11,906 shares

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

  5. period ended2025-06-30
    13F 41,737 shares
    Change vs previous 13F +2,165 shares

    0.01% of the 13F portfolio, value $5,358,989.

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

    • Focus Partners Wealth: 32,058 shares
    • Focus Partners Advisor Solutions, LLC: 9,679 shares

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

  6. period ended2025-03-31
    13F/A 39,572 shares
    Change vs previous 13F +5,785 shares

    0.01% of the 13F portfolio, value $2,857,104.

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

    • Focus Partners Wealth: 34,920 shares
    • Focus Partners Advisor Solutions, LLC: 4,652 shares

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

  7. period ended2024-12-31
    13F/A 33,787 shares
    Change vs previous 13F +25,428 shares

    0.01% of the 13F portfolio, value $3,838,621.

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

    • Focus Partners Wealth: 30,561 shares
    • Focus Partners Advisor Solutions, LLC: 3,226 shares

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

  8. period ended2024-09-30
    13F 8,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $831,699.

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

    • Focus Partners Wealth: 5,230 shares
    • Focus Partners Advisor Solutions, LLC: 3,129 shares

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