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Focus Partners Wealth: IBN position timeline

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

Focus Partners Wealth held 46,725 IBN 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 46,725 shares
    Change vs previous 13F -533 shares

    <0.01% of the 13F portfolio, value $1,356,490.

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

    • Focus Partners Wealth: 30,215 shares
    • Focus Partners Advisor Solutions, LLC: 16,510 shares

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

  2. period ended2026-03-31
    13F 47,258 shares
    Change vs previous 13F -11,866 shares

    <0.01% of the 13F portfolio, value $1,223,823.

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

    • Focus Partners Wealth: 25,360 shares
    • Focus Partners Advisor Solutions, LLC: 21,898 shares

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

  3. period ended2025-12-31
    13F 59,124 shares
    Change vs previous 13F +3,983 shares

    <0.01% of the 13F portfolio, value $1,761,908.

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

    • Focus Partners Wealth: 32,352 shares
    • Focus Partners Advisor Solutions, LLC: 26,772 shares

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

  4. period ended2025-09-30
    13F 55,141 shares
    Change vs previous 13F -2,096 shares

    <0.01% of the 13F portfolio, value $1,667,705.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,814 shares
    • Focus Partners Advisor Solutions, LLC: 30,327 shares

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

  5. period ended2025-06-30
    13F 57,237 shares
    Change vs previous 13F +19,637 shares

    <0.01% of the 13F portfolio, value $1,924,677.

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

    • Focus Partners Wealth: 29,584 shares
    • Focus Partners Advisor Solutions, LLC: 27,653 shares

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

  6. period ended2025-03-31
    13F/A 37,600 shares
    Change vs previous 13F +9,052 shares

    <0.01% of the 13F portfolio, value $1,185,135.

    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: 14,550 shares
    • Focus Partners Advisor Solutions, LLC: 23,050 shares

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

  7. period ended2024-12-31
    13F/A 28,548 shares
    Change vs previous 13F +18,501 shares

    <0.01% of the 13F portfolio, value $852,441.

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

    • Focus Partners Wealth: 16,256 shares
    • Focus Partners Advisor Solutions, LLC: 12,292 shares

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

  8. period ended2024-09-30
    13F 10,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,895.

    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).