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Focus Partners Wealth: VYM position timeline

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

Focus Partners Wealth held 632,647 VYM 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 632,647 shares
    Change vs previous 13F +49,810 shares

    0.09% of the 13F portfolio, value $99,977,683.

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

    • Focus Partners Wealth: 567,493 shares
    • Focus Partners Advisor Solutions, LLC: 65,154 shares

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

  2. period ended2026-03-31
    13F 582,837 shares
    Change vs previous 13F -3,996 shares

    0.09% of the 13F portfolio, value $86,341,921.

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

    • Focus Partners Wealth: 527,222 shares
    • Focus Partners Advisor Solutions, LLC: 55,615 shares

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

  3. period ended2025-12-31
    13F 586,833 shares
    Change vs previous 13F +343,178 shares

    0.09% of the 13F portfolio, value $84,222,682.

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

    • Focus Partners Wealth: 521,283 shares
    • Focus Partners Advisor Solutions, LLC: 65,550 shares

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

  4. period ended2025-09-30
    13F 243,655 shares
    Change vs previous 13F -1,422 shares

    0.05% of the 13F portfolio, value $34,345,770.

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

    • Focus Partners Wealth: 189,252 shares
    • Focus Partners Advisor Solutions, LLC: 54,403 shares

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

  5. period ended2025-06-30
    13F 245,077 shares
    Change vs previous 13F +9,222 shares

    0.06% of the 13F portfolio, value $32,671,477.

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

    • Focus Partners Wealth: 209,161 shares
    • Focus Partners Advisor Solutions, LLC: 35,916 shares

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

  6. period ended2025-03-31
    13F/A 235,855 shares
    Change vs previous 13F +6,492 shares

    0.07% of the 13F portfolio, value $30,416,021.

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

    • Focus Partners Wealth: 202,687 shares
    • Focus Partners Advisor Solutions, LLC: 33,168 shares

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

  7. period ended2024-12-31
    13F/A 229,363 shares
    Change vs previous 13F +1,770 shares

    0.07% of the 13F portfolio, value $29,264,601.

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

    • Focus Partners Wealth: 206,476 shares
    • Focus Partners Advisor Solutions, LLC: 22,887 shares

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

  8. period ended2024-09-30
    13F 227,593 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $29,177,667.

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

    • Focus Partners Wealth: 196,451 shares
    • Focus Partners Advisor Solutions, LLC: 31,142 shares

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