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Disclosery

Focus Partners Wealth: VTHR position timeline

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

Focus Partners Wealth held 223,425 VTHR 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 223,425 shares
    Change vs previous 13F -8,513 shares

    0.08% of the 13F portfolio, value $74,048,766.

    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 231,938 shares
    Change vs previous 13F -5,509 shares

    0.07% of the 13F portfolio, value $66,717,870.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 237,447 shares
    Change vs previous 13F +6,778 shares

    0.08% of the 13F portfolio, value $70,044,845.

    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 230,669 shares
    Change vs previous 13F +5,983 shares

    0.11% of the 13F portfolio, value $67,890,240.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 224,686 shares
    Change vs previous 13F +2,099 shares

    0.13% of the 13F portfolio, value $61,283,134.

    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 222,587 shares
    Change vs previous 13F -4,927 shares

    0.14% of the 13F portfolio, value $54,925,993.

    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 227,514 shares
    Change vs previous 13F +12,365 shares

    0.15% of the 13F portfolio, value $59,094,948.

    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 215,149 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $54,577,180.

    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).