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Focus Partners Wealth: IBIT position timeline

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

Focus Partners Wealth held 400,074 IBIT 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 400,074 shares
    Change vs previous 13F -34,299 shares

    0.01% of the 13F portfolio, value $13,321,548.

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

    • Focus Partners Wealth: 299,195 shares
    • Focus Partners Advisor Solutions, LLC: 100,879 shares

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

  2. period ended2026-03-31
    13F 434,373 shares
    Change vs previous 13F -272,666 shares

    0.02% of the 13F portfolio, value $17,078,471.

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

    • Focus Partners Wealth: 337,257 shares
    • Focus Partners Advisor Solutions, LLC: 97,116 shares

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

  3. period ended2025-12-31
    13F 707,039 shares
    Change vs previous 13F +461,542 shares

    0.02% of the 13F portfolio, value $17,124,886.

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

    • Focus Partners Wealth: 690,413 shares
    • Focus Partners Advisor Solutions, LLC: 16,626 shares

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

  4. period ended2025-09-30
    13F 245,497 shares
    Change vs previous 13F +88,019 shares

    0.02% of the 13F portfolio, value $15,682,235.

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

    • Focus Partners Wealth: 182,279 shares
    • Focus Partners Advisor Solutions, LLC: 63,218 shares

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

  5. period ended2025-06-30
    13F 157,478 shares
    Change vs previous 13F +53,736 shares

    0.02% of the 13F portfolio, value $9,639,235.

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

    • Focus Partners Wealth: 122,530 shares
    • Focus Partners Advisor Solutions, LLC: 34,948 shares

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

  6. period ended2025-03-31
    13F/A 103,742 shares
    Change vs previous 13F +19,358 shares

    0.01% of the 13F portfolio, value $4,856,218.

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

    • Focus Partners Wealth: 75,095 shares
    • Focus Partners Advisor Solutions, LLC: 28,647 shares

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

  7. period ended2024-12-31
    13F/A 84,384 shares
    Change vs previous 13F -476,499 shares

    0.01% of the 13F portfolio, value $4,476,652.

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

    • Focus Partners Wealth: 68,738 shares
    • Focus Partners Advisor Solutions, LLC: 15,646 shares

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

  8. period ended2024-09-30
    13F 560,883 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,963,147.

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

    • Focus Partners Wealth: 547,562 shares
    • Focus Partners Advisor Solutions, LLC: 13,321 shares

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