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Disclosery

Focus Partners Wealth: IDCC position timeline

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

Focus Partners Wealth held 12,456 IDCC 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 12,456 shares
    Change vs previous 13F -522 shares

    <0.01% of the 13F portfolio, value $3,526,769.

    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 12,978 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $3,919,549.

    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 13,326 shares
    Change vs previous 13F +632 shares

    0.01% of the 13F portfolio, value $4,582,919.

    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 12,694 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $4,382,628.

    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 12,916 shares
    Change vs previous 13F +1,176 shares

    0.01% of the 13F portfolio, value $2,896,227.

    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 11,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,427,364.

    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).