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Focus Partners Wealth: VTES position timeline

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

Focus Partners Wealth held 84,001 VTES 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 84,001 shares
    Change vs previous 13F +56,871 shares

    0.01% of the 13F portfolio, value $8,510,300.

    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: 7,013 shares
    • Focus Partners Advisor Solutions, LLC: 76,988 shares

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

  2. period ended2026-03-31
    13F 27,130 shares
    Change vs previous 13F +18,159 shares

    <0.01% of the 13F portfolio, value $2,744,014.

    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: 7,324 shares
    • Focus Partners Advisor Solutions, LLC: 19,806 shares

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

  3. period ended2025-12-31
    13F 8,971 shares
    Change vs previous 13F -36,333 shares

    <0.01% of the 13F portfolio, value $911,275.

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

    • Focus Partners Wealth: 8,971 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 45,304 shares
    Change vs previous 13F +35,927 shares

    0.01% of the 13F portfolio, value $4,617,598.

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

    • Focus Partners Wealth: 8,092 shares
    • Focus Partners Advisor Solutions, LLC: 37,212 shares

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

  5. period ended2025-06-30
    13F 9,377 shares
    Change vs previous 13F -45,855 shares

    <0.01% of the 13F portfolio, value $946,436.

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

    • Focus Partners Wealth: 9,377 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 55,232 shares
    Change vs previous 13F +5,849 shares

    0.01% of the 13F portfolio, value $5,551,429.

    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: 6,080 shares
    • Focus Partners Advisor Solutions, LLC: 49,152 shares

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

  7. period ended2024-12-31
    13F 49,383 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,950,646.

    13F-HR 0001085146-25-001729 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).