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Focus Partners Wealth: IEMG position timeline

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

Focus Partners Wealth held 4,132,401 IEMG 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 4,132,401 shares
    Change vs previous 13F +150,162 shares

    0.31% of the 13F portfolio, value $342,313,700.

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

    • Focus Partners Wealth: 3,296,356 shares
    • Focus Partners Advisor Solutions, LLC: 836,045 shares

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

  2. period ended2026-03-31
    13F 3,982,239 shares
    Change vs previous 13F +241,627 shares

    0.28% of the 13F portfolio, value $277,785,672.

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

    • Focus Partners Wealth: 3,061,820 shares
    • Focus Partners Advisor Solutions, LLC: 920,419 shares

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

  3. period ended2025-12-31
    13F 3,740,612 shares
    Change vs previous 13F +554,742 shares

    0.26% of the 13F portfolio, value $250,797,038.

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

    • Focus Partners Wealth: 2,801,924 shares
    • Focus Partners Advisor Solutions, LLC: 938,688 shares

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

  4. period ended2025-09-30
    13F 3,185,870 shares
    Change vs previous 13F +301,061 shares

    0.3% of the 13F portfolio, value $211,669,734.

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

    • Focus Partners Wealth: 2,167,162 shares
    • Focus Partners Advisor Solutions, LLC: 1,018,708 shares

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

  5. period ended2025-06-30
    13F 2,884,809 shares
    Change vs previous 13F +377,288 shares

    0.32% of the 13F portfolio, value $173,172,284.

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

    • Focus Partners Wealth: 2,071,189 shares
    • Focus Partners Advisor Solutions, LLC: 813,620 shares

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

  6. period ended2025-03-31
    13F/A 2,507,521 shares
    Change vs previous 13F -7,938 shares

    0.29% of the 13F portfolio, value $135,330,958.

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

    • Focus Partners Wealth: 1,699,182 shares
    • Focus Partners Advisor Solutions, LLC: 808,339 shares

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

  7. period ended2024-12-31
    13F/A 2,515,459 shares
    Change vs previous 13F +146,852 shares

    0.3% of the 13F portfolio, value $131,357,286.

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

    • Focus Partners Wealth: 1,736,892 shares
    • Focus Partners Advisor Solutions, LLC: 778,567 shares

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

  8. period ended2024-09-30
    13F 2,368,607 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $135,957,379.

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

    • Focus Partners Wealth: 1,677,732 shares
    • Focus Partners Advisor Solutions, LLC: 690,875 shares

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