Ownership history in Focus Partners Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in VALUED ADVISERS TR (EQTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 45,042,212 | +44,951,222 | +49402.4% | 1.39% | $1.22B | $26.99 |
| 2025 Q3 | UNCHANGED | 90,990 | — | 0% | 0.00% | $2.3M | $25.66 |
| 2025 Q2 | REDUCED | 90,990 | -1 | -0.0% | 0.00% | $2.3M | $25.03 |
| 2025 Q1 | ADDED | 90,991 | +223 | +0.2% | 0.01% | $2.1M | $23.18 |
| 2024 Q4 | REDUCED | 90,768 | -2 | -0.0% | 0.01% | $2.2M | $23.75 |
| 2024 Q3 | INITIATED | 90,770 | — | — | 0.01% | $2.1M | $23.17 |
As of 2025 Q4 — sorted by position size