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Disclosery

Focus Financial Network, Inc.: IWR position timeline

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

Focus Financial Network, Inc. held 217,178 IWR 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 217,178 shares
    Change vs previous 13F -4,677 shares

    0.74% of the 13F portfolio, value $23,959,098.

    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 221,855 shares
    Change vs previous 13F -3,514 shares

    0.77% of the 13F portfolio, value $21,570,955.

    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 225,369 shares
    Change vs previous 13F -8,631 shares

    0.76% of the 13F portfolio, value $21,696,319.

    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 234,000 shares
    Change vs previous 13F -4,479 shares

    0.81% of the 13F portfolio, value $22,592,729.

    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 238,479 shares
    Change vs previous 13F -3,348 shares

    0.87% of the 13F portfolio, value $21,932,894.

    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 241,827 shares
    Change vs previous 13F -4,841 shares

    0.84% of the 13F portfolio, value $20,572,188.

    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 246,668 shares
    Change vs previous 13F +3,246 shares

    0.87% of the 13F portfolio, value $21,805,486.

    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 243,422 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $21,455,244.

    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).