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Focus Partners Wealth: ICSH position timeline

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

Focus Partners Wealth held 3,148,188 ICSH 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 3,148,188 shares
    Change vs previous 13F +2,907,632 shares

    0.15% of the 13F portfolio, value $159,235,415.

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

    • Focus Partners Wealth: 3,144,032 shares
    • Focus Partners Advisor Solutions, LLC: 4,156 shares

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

  2. period ended2026-03-31
    13F 240,556 shares
    Change vs previous 13F -1,957,652 shares

    0.08% of the 13F portfolio, value $77,699,595.

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

    • Focus Partners Wealth: 235,445 shares
    • Focus Partners Advisor Solutions, LLC: 5,111 shares

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

  3. period ended2025-12-31
    13F 2,198,208 shares
    Change vs previous 13F +122,975 shares

    0.13% of the 13F portfolio, value $111,529,195.

    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 2,075,233 shares
    Change vs previous 13F +459,547 shares

    0.17% of the 13F portfolio, value $105,318,095.

    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 1,615,686 shares
    Change vs previous 13F +798,102 shares

    0.18% of the 13F portfolio, value $81,931,436.

    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 817,584 shares
    Change vs previous 13F +656,726 shares

    0.1% of the 13F portfolio, value $41,451,503.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 817,584 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 160,858 shares
    Change vs previous 13F -701,776 shares

    0.02% of the 13F portfolio, value $8,112,099.

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

    • Focus Partners Wealth: 156,553 shares
    • Focus Partners Advisor Solutions, LLC: 4,305 shares

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

  8. period ended2024-09-30
    13F 862,634 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $43,770,047.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 858,315 shares
    • Focus Partners Advisor Solutions, LLC: 4,319 shares

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