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Focus Partners Wealth: ICVT position timeline

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

Focus Partners Wealth held 5,186 ICVT 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 5,186 shares
    Change vs previous 13F -5,431 shares

    <0.01% of the 13F portfolio, value $631,348.

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

    • Focus Partners Wealth: 2,841 shares
    • Focus Partners Advisor Solutions, LLC: 2,345 shares

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

  2. period ended2026-03-31
    13F 10,617 shares
    Change vs previous 13F +2,341 shares

    <0.01% of the 13F portfolio, value $1,080,712.

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

    • Focus Partners Wealth: 8,276 shares
    • Focus Partners Advisor Solutions, LLC: 2,341 shares

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

  3. period ended2025-12-31
    13F 8,276 shares
    Change vs previous 13F -979 shares

    <0.01% of the 13F portfolio, value $815,186.

    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 9,255 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $925,963.

    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 9,386 shares
    Change vs previous 13F +1,455 shares

    <0.01% of the 13F portfolio, value $845,679.

    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 7,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $663,111.

    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).