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FOCUS Wealth Advisors, LLC: ITM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOCUS Wealth Advisors, LLC on ITM, newest first. How the timeline and the estimate are built.

FOCUS Wealth Advisors, LLC held 184,357 ITM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,357 shares
    Change vs previous 13F +1,834 shares

    4.02% of the 13F portfolio, value $8,662,918.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    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 182,523 shares
    Change vs previous 13F -4,169 shares

    4.14% of the 13F portfolio, value $8,474,536.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
    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 186,692 shares
    Change vs previous 13F +8,460 shares

    4.1% of the 13F portfolio, value $8,804,377.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
    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 178,232 shares
    Change vs previous 13F +22,220 shares

    3.99% of the 13F portfolio, value $8,305,628.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
    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 156,012 shares
    Change vs previous 13F +3,790 shares

    3.69% of the 13F portfolio, value $7,093,866.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
    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 152,222 shares
    Change vs previous 13F -1,285 shares

    3.83% of the 13F portfolio, value $6,927,623.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
    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 153,507 shares
    Change vs previous 13F -6,238 shares

    3.75% of the 13F portfolio, value $7,076,653.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    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 159,745 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $7,500,028.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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