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Disclosery

Focus Partners Wealth: IAPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on IAPR, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 75,294 IAPR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,294 shares
    Change vs previous 13F -20,250 shares

    <0.01% of the 13F portfolio, value $2,500,514.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 95,544 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $3,025,879.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 95,395 shares
    Change vs previous 13F +80,994 shares

    <0.01% of the 13F portfolio, value $2,941,982.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 14,401 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $433,022.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 14,039 shares
    Change vs previous 13F +14,039 shares

    <0.01% of the 13F portfolio, value $410,500.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F -9,406 shares

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 9,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,121.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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