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Focus Partners Wealth: IBB position timeline

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

Focus Partners Wealth held 126,258 IBB 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 126,258 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $24,013,121.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 126,258 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 125,222 shares
    Change vs previous 13F -557 shares

    0.02% of the 13F portfolio, value $21,144,123.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 123,319 shares
    • Focus Partners Advisor Solutions, LLC: 1,903 shares

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

  3. period ended2025-12-31
    13F 125,779 shares
    Change vs previous 13F +5,343 shares

    0.02% of the 13F portfolio, value $21,227,868.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 123,572 shares
    • Focus Partners Advisor Solutions, LLC: 2,207 shares

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

  4. period ended2025-09-30
    13F 120,436 shares
    Change vs previous 13F +10,825 shares

    0.02% of the 13F portfolio, value $17,444,893.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 116,844 shares
    • Focus Partners Advisor Solutions, LLC: 3,592 shares

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

  5. period ended2025-06-30
    13F 109,611 shares
    Change vs previous 13F -6,448 shares

    0.03% of the 13F portfolio, value $13,866,987.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,440 shares
    • Focus Partners Advisor Solutions, LLC: 2,171 shares

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

  6. period ended2025-03-31
    13F/A 116,059 shares
    Change vs previous 13F -8,629 shares

    0.03% of the 13F portfolio, value $14,844,173.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 114,050 shares
    • Focus Partners Advisor Solutions, LLC: 2,009 shares

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

  7. period ended2024-12-31
    13F/A 124,688 shares
    Change vs previous 13F +77,048 shares

    0.04% of the 13F portfolio, value $16,485,122.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 124,688 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 47,640 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,936,527.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,487 shares
    • Focus Partners Advisor Solutions, LLC: 2,153 shares

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