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Disclosery

Focus Financial Network, Inc.: IWY position timeline

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

Focus Financial Network, Inc. held 8,973 IWY 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 8,973 shares
    Change vs previous 13F +97 shares

    0.08% of the 13F portfolio, value $2,607,854.

    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 8,876 shares
    Change vs previous 13F -1,626 shares

    0.08% of the 13F portfolio, value $2,208,666.

    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 10,502 shares
    Change vs previous 13F +432 shares

    0.1% of the 13F portfolio, value $2,908,447.

    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 10,070 shares
    Change vs previous 13F +1,736 shares

    0.1% of the 13F portfolio, value $2,755,663.

    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 8,334 shares
    Change vs previous 13F +1,336 shares

    0.08% of the 13F portfolio, value $2,054,529.

    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 6,998 shares
    Change vs previous 13F +113 shares

    0.06% of the 13F portfolio, value $1,476,201.

    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 6,885 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $1,619,763.

    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 6,681 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,470,216.

    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).