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Disclosery

Focus Partners Wealth: IBTH position timeline

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

Focus Partners Wealth held 1,213,988 IBTH 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 1,213,988 shares
    Change vs previous 13F -191,288 shares

    0.03% of the 13F portfolio, value $27,156,915.

    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 1,405,276 shares
    Change vs previous 13F -4,610 shares

    0.04% of the 13F portfolio, value $31,520,352.

    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 1,409,886 shares
    Change vs previous 13F +180,599 shares

    0.04% of the 13F portfolio, value $31,680,136.

    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 1,229,287 shares
    Change vs previous 13F +6,050 shares

    0.04% of the 13F portfolio, value $27,683,545.

    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 1,223,237 shares
    Change vs previous 13F +991,648 shares

    0.06% of the 13F portfolio, value $27,510,607.

    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 231,589 shares
    Change vs previous 13F +30,838 shares

    0.01% of the 13F portfolio, value $5,192,268.

    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 200,751 shares
    Change vs previous 13F +11,488 shares

    0.01% of the 13F portfolio, value $4,456,028.

    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 189,263 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,283,984.

    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).