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Disclosery

Focus Partners Wealth: IDV position timeline

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

Focus Partners Wealth held 1,055,870 IDV 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 1,055,870 shares
    Change vs previous 13F +29,439 shares

    0.04% of the 13F portfolio, value $43,744,792.

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

    • Focus Partners Wealth: 958,642 shares
    • Focus Partners Advisor Solutions, LLC: 97,228 shares

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

  2. period ended2026-03-31
    13F 1,026,431 shares
    Change vs previous 13F +96,807 shares

    0.04% of the 13F portfolio, value $43,684,926.

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

    • Focus Partners Wealth: 933,721 shares
    • Focus Partners Advisor Solutions, LLC: 92,710 shares

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

  3. period ended2025-12-31
    13F 929,624 shares
    Change vs previous 13F +266,010 shares

    0.04% of the 13F portfolio, value $36,673,770.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 837,344 shares
    • Focus Partners Advisor Solutions, LLC: 92,280 shares

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

  4. period ended2025-09-30
    13F 663,614 shares
    Change vs previous 13F +44,127 shares

    0.03% of the 13F portfolio, value $24,255,149.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 574,633 shares
    • Focus Partners Advisor Solutions, LLC: 88,981 shares

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

  5. period ended2025-06-30
    13F 619,487 shares
    Change vs previous 13F +18,401 shares

    0.04% of the 13F portfolio, value $21,378,515.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 529,934 shares
    • Focus Partners Advisor Solutions, LLC: 89,553 shares

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

  6. period ended2025-03-31
    13F/A 601,086 shares
    Change vs previous 13F +387,999 shares

    0.04% of the 13F portfolio, value $18,645,711.

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

    • Focus Partners Wealth: 513,503 shares
    • Focus Partners Advisor Solutions, LLC: 87,583 shares

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

  7. period ended2024-12-31
    13F/A 213,087 shares
    Change vs previous 13F +213,087 shares

    0.01% of the 13F portfolio, value $5,834,341.

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

    • Focus Partners Wealth: 126,012 shares
    • Focus Partners Advisor Solutions, LLC: 87,075 shares

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

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.