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Focus Partners Wealth: IBTG position timeline

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

Focus Partners Wealth held 352,157 IBTG 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 352,157 shares
    Change vs previous 13F -288,002 shares

    0.01% of the 13F portfolio, value $8,060,894.

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

    • Focus Partners Wealth: 339,954 shares
    • Focus Partners Advisor Solutions, LLC: 12,203 shares

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

  2. period ended2026-03-31
    13F 640,159 shares
    Change vs previous 13F +51,751 shares

    0.02% of the 13F portfolio, value $14,669,262.

    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 588,408 shares
    Change vs previous 13F -2,528,874 shares

    0.02% of the 13F portfolio, value $13,459,845.

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

    • Focus Partners Wealth: 588,408 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 3,117,282 shares
    Change vs previous 13F -43,462 shares

    0.1% of the 13F portfolio, value $71,541,246.

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

    • Focus Partners Wealth: 3,108,227 shares
    • Focus Partners Advisor Solutions, LLC: 9,055 shares

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

  5. period ended2025-06-30
    13F 3,160,744 shares
    Change vs previous 13F +111,343 shares

    0.16% of the 13F portfolio, value $72,475,865.

    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 3,049,401 shares
    Change vs previous 13F +112,687 shares

    0.18% of the 13F portfolio, value $69,953,296.

    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 2,936,714 shares
    Change vs previous 13F +53,577 shares

    0.17% of the 13F portfolio, value $66,986,464.

    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 2,883,137 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $66,499,559.

    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).