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Focus Partners Wealth: IBDW position timeline

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

Focus Partners Wealth held 67,289 IBDW 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 67,289 shares
    Change vs previous 13F +34,236 shares

    <0.01% of the 13F portfolio, value $1,402,309.

    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 33,053 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $691,800.

    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 32,581 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $689,089.

    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 32,581 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $691,369.

    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 32,581 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $685,505.

    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).