Skip to content
Disclosery

Focus Partners Wealth: IEF position timeline

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

Focus Partners Wealth held 1,306,433 IEF 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 1,306,433 shares
    Change vs previous 13F -10,990 shares

    0.11% of the 13F portfolio, value $123,549,444.

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

    • Focus Partners Wealth: 1,294,903 shares
    • Focus Partners Advisor Solutions, LLC: 11,530 shares

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

  2. period ended2026-03-31
    13F 1,317,423 shares
    Change vs previous 13F -41,679 shares

    0.13% of the 13F portfolio, value $125,734,944.

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

    • Focus Partners Wealth: 1,307,168 shares
    • Focus Partners Advisor Solutions, LLC: 10,255 shares

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

  3. period ended2025-12-31
    13F 1,359,102 shares
    Change vs previous 13F +1,161,993 shares

    0.14% of the 13F portfolio, value $130,687,030.

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

    • Focus Partners Wealth: 1,353,687 shares
    • Focus Partners Advisor Solutions, LLC: 5,415 shares

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

  4. period ended2025-09-30
    13F 197,109 shares
    Change vs previous 13F +37,045 shares

    0.03% of the 13F portfolio, value $19,014,158.

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

    • Focus Partners Wealth: 191,614 shares
    • Focus Partners Advisor Solutions, LLC: 5,495 shares

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

  5. period ended2025-06-30
    13F 160,064 shares
    Change vs previous 13F -32,664 shares

    0.03% of the 13F portfolio, value $15,329,355.

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

    • Focus Partners Wealth: 151,933 shares
    • Focus Partners Advisor Solutions, LLC: 8,131 shares

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

  6. period ended2025-03-31
    13F/A 192,728 shares
    Change vs previous 13F -427,518 shares

    0.04% of the 13F portfolio, value $18,380,510.

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

    • Focus Partners Wealth: 185,855 shares
    • Focus Partners Advisor Solutions, LLC: 6,873 shares

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

  7. period ended2024-12-31
    13F/A 620,246 shares
    Change vs previous 13F +593,959 shares

    0.13% of the 13F portfolio, value $57,341,888.

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

    • Focus Partners Wealth: 612,170 shares
    • Focus Partners Advisor Solutions, LLC: 8,076 shares

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

  8. period ended2024-09-30
    13F 26,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,579,457.

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

    • Focus Partners Wealth: 15,224 shares
    • Focus Partners Advisor Solutions, LLC: 11,063 shares

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