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Focus Partners Wealth: VTRS position timeline

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

Focus Partners Wealth held 119,292 VTRS 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 119,292 shares
    Change vs previous 13F -154,299 shares

    <0.01% of the 13F portfolio, value $1,894,374.

    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: 30,539 shares
    • Focus Partners Advisor Solutions, LLC: 88,753 shares

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

  2. period ended2026-03-31
    13F 273,591 shares
    Change vs previous 13F +102,722 shares

    <0.01% of the 13F portfolio, value $3,695,923.

    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: 132,034 shares
    • Focus Partners Advisor Solutions, LLC: 141,557 shares

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

  3. period ended2025-12-31
    13F 170,869 shares
    Change vs previous 13F +82,242 shares

    <0.01% of the 13F portfolio, value $2,124,987.

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

    • Focus Partners Wealth: 135,502 shares
    • Focus Partners Advisor Solutions, LLC: 35,367 shares

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

  4. period ended2025-09-30
    13F 88,627 shares
    Change vs previous 13F -250,766 shares

    <0.01% of the 13F portfolio, value $882,735.

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

    • Focus Partners Wealth: 60,312 shares
    • Focus Partners Advisor Solutions, LLC: 28,315 shares

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

  5. period ended2025-06-30
    13F 339,393 shares
    Change vs previous 13F +24,468 shares

    0.01% of the 13F portfolio, value $3,031,022.

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

    • Focus Partners Wealth: 324,090 shares
    • Focus Partners Advisor Solutions, LLC: 15,303 shares

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

  6. period ended2025-03-31
    13F/A 314,925 shares
    Change vs previous 13F -44,229 shares

    0.01% of the 13F portfolio, value $2,743,020.

    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 359,154 shares
    Change vs previous 13F +136,404 shares

    0.01% of the 13F portfolio, value $4,471,495.

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

    • Focus Partners Wealth: 359,154 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 222,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,586,155.

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

    • Focus Partners Wealth: 208,987 shares
    • Focus Partners Advisor Solutions, LLC: 13,763 shares

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