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Disclosery

Focus Financial Network, Inc.: IVW position timeline

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

Focus Financial Network, Inc. held 146,039 IVW 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 146,039 shares
    Change vs previous 13F -1,196 shares

    0.62% of the 13F portfolio, value $20,084,700.

    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 147,235 shares
    Change vs previous 13F -17,398 shares

    0.6% of the 13F portfolio, value $16,653,723.

    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 164,633 shares
    Change vs previous 13F +269 shares

    0.71% of the 13F portfolio, value $20,292,705.

    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 164,364 shares
    Change vs previous 13F +2,117 shares

    0.71% of the 13F portfolio, value $19,842,075.

    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 162,247 shares
    Change vs previous 13F -26,278 shares

    0.71% of the 13F portfolio, value $17,863,354.

    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 188,525 shares
    Change vs previous 13F +19,583 shares

    0.72% of the 13F portfolio, value $17,500,732.

    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 168,942 shares
    Change vs previous 13F -501 shares

    0.68% of the 13F portfolio, value $17,152,647.

    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 169,443 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $16,224,174.

    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).