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Focus Partners Wealth: IBMQ position timeline

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

Focus Partners Wealth held 63,025 IBMQ 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 63,025 shares
    Change vs previous 13F -11,980 shares

    <0.01% of the 13F portfolio, value $1,612,180.

    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 75,005 shares
    Change vs previous 13F +10,200 shares

    <0.01% of the 13F portfolio, value $1,914,878.

    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 64,805 shares
    Change vs previous 13F +1,962 shares

    <0.01% of the 13F portfolio, value $1,657,388.

    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 62,843 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,611,295.

    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 62,843 shares
    Change vs previous 13F +1,986 shares

    <0.01% of the 13F portfolio, value $1,596,841.

    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 60,857 shares
    Change vs previous 13F +1,922 shares

    <0.01% of the 13F portfolio, value $1,539,074.

    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 58,935 shares
    Change vs previous 13F +3,836 shares

    <0.01% of the 13F portfolio, value $1,483,983.

    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 55,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,412,187.

    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).