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Disclosery

Focus Financial Network, Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on IVE, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 36,930 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,930 shares
    Change vs previous 13F -1,865 shares

    0.26% of the 13F portfolio, value $8,385,260.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 38,795 shares
    Change vs previous 13F -22,564 shares

    0.29% of the 13F portfolio, value $8,191,668.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 61,359 shares
    Change vs previous 13F +488 shares

    0.45% of the 13F portfolio, value $13,012,429.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 60,871 shares
    Change vs previous 13F +1,489 shares

    0.45% of the 13F portfolio, value $12,570,370.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 59,382 shares
    Change vs previous 13F +1,415 shares

    0.46% of the 13F portfolio, value $11,604,514.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 57,967 shares
    Change vs previous 13F +11,369 shares

    0.45% of the 13F portfolio, value $11,047,296.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 46,598 shares
    Change vs previous 13F +3,477 shares

    0.35% of the 13F portfolio, value $8,894,539.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 43,121 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,502,203.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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