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Focus Partners Wealth: VSGX position timeline

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

Focus Partners Wealth held 93,857 VSGX 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 93,857 shares
    Change vs previous 13F +1,518 shares

    0.01% of the 13F portfolio, value $7,728,288.

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

    • Focus Partners Wealth: 85,820 shares
    • Focus Partners Advisor Solutions, LLC: 8,037 shares

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

  2. period ended2026-03-31
    13F 92,339 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $6,643,682.

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

    • Focus Partners Wealth: 85,084 shares
    • Focus Partners Advisor Solutions, LLC: 7,255 shares

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

  3. period ended2025-12-31
    13F 90,167 shares
    Change vs previous 13F +19,351 shares

    0.01% of the 13F portfolio, value $6,457,274.

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

    • Focus Partners Wealth: 83,443 shares
    • Focus Partners Advisor Solutions, LLC: 6,724 shares

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

  4. period ended2025-09-30
    13F 70,816 shares
    Change vs previous 13F -8,539 shares

    0.01% of the 13F portfolio, value $4,913,702.

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

    • Focus Partners Wealth: 65,198 shares
    • Focus Partners Advisor Solutions, LLC: 5,618 shares

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

  5. period ended2025-06-30
    13F 79,355 shares
    Change vs previous 13F -520 shares

    0.01% of the 13F portfolio, value $5,197,795.

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

    • Focus Partners Wealth: 73,791 shares
    • Focus Partners Advisor Solutions, LLC: 5,564 shares

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

  6. period ended2025-03-31
    13F/A 79,875 shares
    Change vs previous 13F +9,941 shares

    0.01% of the 13F portfolio, value $4,711,008.

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

    • Focus Partners Wealth: 75,174 shares
    • Focus Partners Advisor Solutions, LLC: 4,701 shares

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

  7. period ended2024-12-31
    13F/A 69,934 shares
    Change vs previous 13F -2,027 shares

    0.01% of the 13F portfolio, value $3,965,276.

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

    • Focus Partners Wealth: 65,226 shares
    • Focus Partners Advisor Solutions, LLC: 4,708 shares

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

  8. period ended2024-09-30
    13F 71,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,426,404.

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

    • Focus Partners Wealth: 65,828 shares
    • Focus Partners Advisor Solutions, LLC: 6,133 shares

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