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Focus Partners Wealth: IBMO position timeline

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

Focus Partners Wealth held 49,352 IBMO 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 49,352 shares
    Change vs previous 13F -22,714 shares

    <0.01% of the 13F portfolio, value $1,265,390.

    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 72,066 shares
    Change vs previous 13F +2,414 shares

    <0.01% of the 13F portfolio, value $1,847,052.

    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 69,652 shares
    Change vs previous 13F +2,926 shares

    <0.01% of the 13F portfolio, value $1,785,668.

    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 66,726 shares
    Change vs previous 13F +1,483 shares

    <0.01% of the 13F portfolio, value $1,712,189.

    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 65,243 shares
    Change vs previous 13F +5,279 shares

    <0.01% of the 13F portfolio, value $1,671,721.

    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).

  6. period ended2025-03-31
    13F/A 59,964 shares
    Change vs previous 13F -1,960 shares

    <0.01% of the 13F portfolio, value $1,532,680.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 61,924 shares
    Change vs previous 13F +5,253 shares

    <0.01% of the 13F portfolio, value $1,576,585.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 56,671 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,453,895.

    13F-HR 0001542153-24-000013 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).