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FOCUS Wealth Advisors, LLC: IVV position timeline

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

FOCUS Wealth Advisors, LLC held 17,263 IVV 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 17,263 shares
    Change vs previous 13F -2,242 shares

    5.99% of the 13F portfolio, value $12,928,380.

    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 19,505 shares
    Change vs previous 13F -1,401 shares

    6.23% of the 13F portfolio, value $12,740,727.

    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 20,906 shares
    Change vs previous 13F 0 shares

    6.66% of the 13F portfolio, value $14,319,317.

    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 20,906 shares
    Change vs previous 13F -312 shares

    6.72% of the 13F portfolio, value $13,992,348.

    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 21,218 shares
    Change vs previous 13F -4,574 shares

    6.85% of the 13F portfolio, value $13,174,187.

    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 25,792 shares
    Change vs previous 13F -6,633 shares

    8.01% of the 13F portfolio, value $14,492,340.

    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 32,425 shares
    Change vs previous 13F -14,306 shares

    10.13% of the 13F portfolio, value $19,087,920.

    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 46,731 shares
    Change vs previous 13F not available

    13.44% of the 13F portfolio, value $26,955,398.

    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).