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Focus Partners Wealth: VTWV position timeline

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

Focus Partners Wealth held 3,230 VTWV 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 3,230 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $631,517.

    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: 1,332 shares
    • Focus Partners Advisor Solutions, LLC: 1,898 shares

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

  2. period ended2026-03-31
    13F 3,349 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $560,176.

    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: 1,451 shares
    • Focus Partners Advisor Solutions, LLC: 1,898 shares

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

  3. period ended2025-12-31
    13F 3,221 shares
    Change vs previous 13F +3,221 shares

    <0.01% of the 13F portfolio, value $515,393.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,286 shares
    • Focus Partners Advisor Solutions, LLC: 1,935 shares

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,093 shares

    13F-HR 0001868872-25-000004 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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 2,093 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $291,240.

    13F-HR 0001085146-25-004360 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).

  6. period ended2025-03-31
    13F 1,900 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $252,991.

    13F-HR 0001085146-25-003345 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).

  7. period ended2024-12-31
    13F 1,914 shares
    Change vs previous 13F +234 shares

    <0.01% of the 13F portfolio, value $276,914.

    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).

  8. period ended2024-09-30
    13F 1,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,344.

    13F-HR 0001085146-24-005963 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).