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Focus Partners Wealth: IBDT position timeline

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

Focus Partners Wealth held 511,450 IBDT 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 511,450 shares
    Change vs previous 13F +172,278 shares

    0.01% of the 13F portfolio, value $12,914,119.

    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 339,172 shares
    Change vs previous 13F +106,755 shares

    0.01% of the 13F portfolio, value $8,591,251.

    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 232,417 shares
    Change vs previous 13F +95,691 shares

    0.01% of the 13F portfolio, value $5,916,175.

    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 136,726 shares
    Change vs previous 13F +90,540 shares

    0.01% of the 13F portfolio, value $3,489,248.

    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 46,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,174,049.

    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).