Skip to content
Disclosery

Focused Wealth Management, Inc: IBTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on IBTH, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 24,992 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,992 shares
    Change vs previous 13F +1,668 shares

    0.05% of the 13F portfolio, value $559,075.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 23,324 shares
    Change vs previous 13F +752 shares

    0.05% of the 13F portfolio, value $523,162.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 22,572 shares
    Change vs previous 13F +739 shares

    0.05% of the 13F portfolio, value $507,200.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 21,833 shares
    Change vs previous 13F +1,115 shares

    0.05% of the 13F portfolio, value $491,671.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 20,718 shares
    Change vs previous 13F +979 shares

    0.06% of the 13F portfolio, value $465,952.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 19,739 shares
    Change vs previous 13F +3,181 shares

    0.06% of the 13F portfolio, value $442,539.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 16,558 shares
    Change vs previous 13F +2,667 shares

    0.05% of the 13F portfolio, value $367,540.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 13,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $314,429.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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