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Focus Partners Wealth: IDA position timeline

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

Focus Partners Wealth held 30,577 IDA 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 30,577 shares
    Change vs previous 13F -399 shares

    <0.01% of the 13F portfolio, value $4,626,316.

    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 30,976 shares
    Change vs previous 13F -2,303 shares

    <0.01% of the 13F portfolio, value $4,428,715.

    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 33,279 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $4,211,759.

    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 32,750 shares
    Change vs previous 13F +1,640 shares

    0.01% of the 13F portfolio, value $4,327,999.

    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 31,110 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $3,591,664.

    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 30,853 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $3,585,808.

    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 31,765 shares
    Change vs previous 13F -415 shares

    0.01% of the 13F portfolio, value $3,471,291.

    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 32,180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,317,507.

    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).