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Focus Partners Wealth: IDEV position timeline

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

Focus Partners Wealth held 7,726,062 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,726,062 shares
    Change vs previous 13F +421,642 shares

    0.63% of the 13F portfolio, value $687,690,439.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,721,879 shares
    • Focus Partners Advisor Solutions, LLC: 4,004,183 shares

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

  2. period ended2026-03-31
    13F 7,304,420 shares
    Change vs previous 13F +214,291 shares

    0.61% of the 13F portfolio, value $610,184,289.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,524,524 shares
    • Focus Partners Advisor Solutions, LLC: 3,779,896 shares

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

  3. period ended2025-12-31
    13F 7,090,129 shares
    Change vs previous 13F -228,548 shares

    0.61% of the 13F portfolio, value $584,793,953.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,516,695 shares
    • Focus Partners Advisor Solutions, LLC: 3,573,434 shares

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

  4. period ended2025-09-30
    13F 7,318,677 shares
    Change vs previous 13F +1,104,245 shares

    0.83% of the 13F portfolio, value $589,589,549.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,407,248 shares
    • Focus Partners Advisor Solutions, LLC: 3,911,429 shares

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

  5. period ended2025-06-30
    13F 6,214,432 shares
    Change vs previous 13F +139,465 shares

    0.88% of the 13F portfolio, value $472,523,677.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,079,266 shares
    • Focus Partners Advisor Solutions, LLC: 3,135,166 shares

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

  6. period ended2025-03-31
    13F/A 6,074,967 shares
    Change vs previous 13F +581,039 shares

    0.9% of the 13F portfolio, value $418,504,500.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,012,238 shares
    • Focus Partners Advisor Solutions, LLC: 3,062,729 shares

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

  7. period ended2024-12-31
    13F/A 5,493,928 shares
    Change vs previous 13F +709,576 shares

    0.8% of the 13F portfolio, value $354,193,633.

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

    • Focus Partners Wealth: 2,798,325 shares
    • Focus Partners Advisor Solutions, LLC: 2,695,603 shares

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

  8. period ended2024-09-30
    13F 4,784,352 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $338,875,665.

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

    • Focus Partners Wealth: 2,510,210 shares
    • Focus Partners Advisor Solutions, LLC: 2,274,142 shares

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