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Disclosery

Focus Partners Wealth: IEI position timeline

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

Focus Partners Wealth held 1,024,505 IEI 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 1,024,505 shares
    Change vs previous 13F -33,995 shares

    0.11% of the 13F portfolio, value $120,328,325.

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

    • Focus Partners Wealth: 922,315 shares
    • Focus Partners Advisor Solutions, LLC: 102,190 shares

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

  2. period ended2026-03-31
    13F 1,058,500 shares
    Change vs previous 13F +117,299 shares

    0.13% of the 13F portfolio, value $125,538,252.

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

    • Focus Partners Wealth: 963,830 shares
    • Focus Partners Advisor Solutions, LLC: 94,670 shares

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

  3. period ended2025-12-31
    13F 941,201 shares
    Change vs previous 13F +46,509 shares

    0.12% of the 13F portfolio, value $112,332,439.

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

    • Focus Partners Wealth: 939,394 shares
    • Focus Partners Advisor Solutions, LLC: 1,807 shares

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

  4. period ended2025-09-30
    13F 894,692 shares
    Change vs previous 13F +44,259 shares

    0.15% of the 13F portfolio, value $106,924,531.

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

    • Focus Partners Wealth: 795,211 shares
    • Focus Partners Advisor Solutions, LLC: 99,481 shares

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

  5. period ended2025-06-30
    13F 850,433 shares
    Change vs previous 13F +10,676 shares

    0.19% of the 13F portfolio, value $101,278,215.

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

    • Focus Partners Wealth: 749,983 shares
    • Focus Partners Advisor Solutions, LLC: 100,450 shares

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

  6. period ended2025-03-31
    13F/A 839,757 shares
    Change vs previous 13F +66,823 shares

    0.21% of the 13F portfolio, value $99,204,895.

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

    • Focus Partners Wealth: 739,206 shares
    • Focus Partners Advisor Solutions, LLC: 100,551 shares

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

  7. period ended2024-12-31
    13F/A 772,934 shares
    Change vs previous 13F +27,360 shares

    0.2% of the 13F portfolio, value $89,312,815.

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

    • Focus Partners Wealth: 671,695 shares
    • Focus Partners Advisor Solutions, LLC: 101,239 shares

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

  8. period ended2024-09-30
    13F 745,574 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $89,174,637.

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

    • Focus Partners Wealth: 648,224 shares
    • Focus Partners Advisor Solutions, LLC: 97,350 shares

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