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Focus Partners Wealth: VV position timeline

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

Focus Partners Wealth held 530,703 VV 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 530,703 shares
    Change vs previous 13F -9,682 shares

    0.17% of the 13F portfolio, value $182,514,246.

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

    • Focus Partners Wealth: 522,651 shares
    • Focus Partners Advisor Solutions, LLC: 8,052 shares

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

  2. period ended2026-03-31
    13F 540,385 shares
    Change vs previous 13F +10,788 shares

    0.16% of the 13F portfolio, value $162,298,190.

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

    • Focus Partners Wealth: 532,814 shares
    • Focus Partners Advisor Solutions, LLC: 7,571 shares

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

  3. period ended2025-12-31
    13F 529,597 shares
    Change vs previous 13F +1,748 shares

    0.17% of the 13F portfolio, value $166,637,433.

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

    • Focus Partners Wealth: 521,864 shares
    • Focus Partners Advisor Solutions, LLC: 7,733 shares

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

  4. period ended2025-09-30
    13F 527,849 shares
    Change vs previous 13F +8,515 shares

    0.23% of the 13F portfolio, value $162,577,055.

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

    • Focus Partners Wealth: 518,938 shares
    • Focus Partners Advisor Solutions, LLC: 8,911 shares

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

  5. period ended2025-06-30
    13F 519,334 shares
    Change vs previous 13F +107,615 shares

    0.28% of the 13F portfolio, value $148,170,651.

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

    • Focus Partners Wealth: 511,017 shares
    • Focus Partners Advisor Solutions, LLC: 8,317 shares

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

  6. period ended2025-03-31
    13F/A 411,719 shares
    Change vs previous 13F +2,036 shares

    0.23% of the 13F portfolio, value $105,824,538.

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

    • Focus Partners Wealth: 405,225 shares
    • Focus Partners Advisor Solutions, LLC: 6,494 shares

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

  7. period ended2024-12-31
    13F/A 409,683 shares
    Change vs previous 13F -3,925 shares

    0.25% of the 13F portfolio, value $110,491,866.

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

    • Focus Partners Wealth: 404,971 shares
    • Focus Partners Advisor Solutions, LLC: 4,712 shares

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

  8. period ended2024-09-30
    13F 413,608 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $108,878,814.

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

    • Focus Partners Wealth: 408,034 shares
    • Focus Partners Advisor Solutions, LLC: 5,574 shares

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