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Focus Partners Wealth: VUSB position timeline

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

Focus Partners Wealth held 241,306 VUSB 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 241,306 shares
    Change vs previous 13F -27,021 shares

    0.01% of the 13F portfolio, value $12,012,212.

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

    • Focus Partners Wealth: 220,176 shares
    • Focus Partners Advisor Solutions, LLC: 21,130 shares

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

  2. period ended2026-03-31
    13F 268,327 shares
    Change vs previous 13F +815 shares

    0.01% of the 13F portfolio, value $13,358,666.

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

    • Focus Partners Wealth: 247,177 shares
    • Focus Partners Advisor Solutions, LLC: 21,150 shares

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

  3. period ended2025-12-31
    13F 267,512 shares
    Change vs previous 13F -40,334 shares

    0.02% of the 13F portfolio, value $13,332,820.

    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 307,846 shares
    Change vs previous 13F -22,287 shares

    0.02% of the 13F portfolio, value $15,390,801.

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

    • Focus Partners Wealth: 307,846 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 330,133 shares
    Change vs previous 13F -59,546 shares

    0.03% of the 13F portfolio, value $16,462,115.

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

    • Focus Partners Wealth: 313,023 shares
    • Focus Partners Advisor Solutions, LLC: 17,110 shares

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

  6. period ended2025-03-31
    13F/A 389,679 shares
    Change vs previous 13F -15,772 shares

    0.04% of the 13F portfolio, value $19,427,477.

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

    • Focus Partners Wealth: 372,945 shares
    • Focus Partners Advisor Solutions, LLC: 16,734 shares

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

  7. period ended2024-12-31
    13F/A 405,451 shares
    Change vs previous 13F -11,994 shares

    0.05% of the 13F portfolio, value $20,118,515.

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

    • Focus Partners Wealth: 387,108 shares
    • Focus Partners Advisor Solutions, LLC: 18,343 shares

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

  8. period ended2024-09-30
    13F 417,445 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,847,238.

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

    • Focus Partners Wealth: 389,356 shares
    • Focus Partners Advisor Solutions, LLC: 28,089 shares

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