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Focus Partners Wealth: VTR position timeline

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

Focus Partners Wealth held 39,242 VTR 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 39,242 shares
    Change vs previous 13F -9,989 shares

    <0.01% of the 13F portfolio, value $3,485,104.

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

    • Focus Partners Wealth: 24,898 shares
    • Focus Partners Advisor Solutions, LLC: 14,344 shares

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

  2. period ended2026-03-31
    13F 49,231 shares
    Change vs previous 13F -1,349 shares

    <0.01% of the 13F portfolio, value $4,026,542.

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

    • Focus Partners Wealth: 30,735 shares
    • Focus Partners Advisor Solutions, LLC: 18,496 shares

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

  3. period ended2025-12-31
    13F 50,580 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $3,914,504.

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

    • Focus Partners Wealth: 39,086 shares
    • Focus Partners Advisor Solutions, LLC: 11,494 shares

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

  4. period ended2025-09-30
    13F 51,016 shares
    Change vs previous 13F +22,267 shares

    0.01% of the 13F portfolio, value $3,697,369.

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

    • Focus Partners Wealth: 27,366 shares
    • Focus Partners Advisor Solutions, LLC: 23,650 shares

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

  5. period ended2025-06-30
    13F 28,749 shares
    Change vs previous 13F -4,123 shares

    <0.01% of the 13F portfolio, value $1,815,482.

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

    • Focus Partners Wealth: 20,372 shares
    • Focus Partners Advisor Solutions, LLC: 8,377 shares

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

  6. period ended2025-03-31
    13F/A 32,872 shares
    Change vs previous 13F +6,158 shares

    <0.01% of the 13F portfolio, value $2,260,321.

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

    • Focus Partners Wealth: 21,613 shares
    • Focus Partners Advisor Solutions, LLC: 11,259 shares

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

  7. period ended2024-12-31
    13F/A 26,714 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $1,573,186.

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

    • Focus Partners Wealth: 22,414 shares
    • Focus Partners Advisor Solutions, LLC: 4,300 shares

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

  8. period ended2024-09-30
    13F 27,426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,758,867.

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

    • Focus Partners Wealth: 22,556 shares
    • Focus Partners Advisor Solutions, LLC: 4,870 shares

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