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Focus Partners Wealth: IBKR position timeline

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

Focus Partners Wealth held 39,565 IBKR 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 39,565 shares
    Change vs previous 13F +886 shares

    <0.01% of the 13F portfolio, value $3,443,806.

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

    • Focus Partners Wealth: 39,565 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 38,679 shares
    Change vs previous 13F +13,112 shares

    <0.01% of the 13F portfolio, value $2,594,216.

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

    • Focus Partners Wealth: 35,318 shares
    • Focus Partners Advisor Solutions, LLC: 3,361 shares

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

  3. period ended2025-12-31
    13F 25,567 shares
    Change vs previous 13F +16,209 shares

    <0.01% of the 13F portfolio, value $1,644,618.

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

    • Focus Partners Wealth: 25,567 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 9,358 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $642,235.

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

    • Focus Partners Wealth: 4,982 shares
    • Focus Partners Advisor Solutions, LLC: 4,376 shares

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

  5. period ended2025-06-30
    13F 9,052 shares
    Change vs previous 13F +5,798 shares

    <0.01% of the 13F portfolio, value $501,616.

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

    • Focus Partners Wealth: 9,052 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 3,254 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $538,828.

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

    • Focus Partners Wealth: 1,460 shares
    • Focus Partners Advisor Solutions, LLC: 1,794 shares

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

  7. period ended2024-12-31
    13F/A 4,110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $726,257.

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

    • Focus Partners Wealth: 2,181 shares
    • Focus Partners Advisor Solutions, LLC: 1,929 shares

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