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Disclosery

Focus Partners Wealth: IBTI position timeline

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

Focus Partners Wealth held 3,426,968 IBTI 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 3,426,968 shares
    Change vs previous 13F +5,523 shares

    0.08% of the 13F portfolio, value $75,873,074.

    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 3,421,445 shares
    Change vs previous 13F +194,372 shares

    0.08% of the 13F portfolio, value $76,240,080.

    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 3,227,073 shares
    Change vs previous 13F +215,174 shares

    0.08% of the 13F portfolio, value $72,173,501.

    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 3,011,899 shares
    Change vs previous 13F +340,506 shares

    0.11% of the 13F portfolio, value $67,421,365.

    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 2,671,393 shares
    Change vs previous 13F +207,172 shares

    0.13% of the 13F portfolio, value $59,732,370.

    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 2,464,221 shares
    Change vs previous 13F +410,011 shares

    0.14% of the 13F portfolio, value $54,828,925.

    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 2,054,210 shares
    Change vs previous 13F +111,484 shares

    0.12% of the 13F portfolio, value $44,994,600.

    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 1,942,726 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $43,721,448.

    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).