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Focus Partners Wealth: IEV position timeline

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

Focus Partners Wealth held 8,692 IEV 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 8,692 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $633,312.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 8,156 shares
    Change vs previous 13F -7,254 shares

    <0.01% of the 13F portfolio, value $639,664.

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

    • Focus Partners Wealth: 8,156 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 15,410 shares
    Change vs previous 13F +6,445 shares

    <0.01% of the 13F portfolio, value $1,053,332.

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

    • Focus Partners Wealth: 9,613 shares
    • Focus Partners Advisor Solutions, LLC: 5,797 shares

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

  4. period ended2025-09-30
    13F 8,965 shares
    Change vs previous 13F -4,884 shares

    <0.01% of the 13F portfolio, value $587,003.

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

    • Focus Partners Wealth: 8,965 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 13,849 shares
    Change vs previous 13F +3,740 shares

    <0.01% of the 13F portfolio, value $875,937.

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

    • Focus Partners Wealth: 8,702 shares
    • Focus Partners Advisor Solutions, LLC: 5,147 shares

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

  6. period ended2025-03-31
    13F/A 10,109 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $588,344.

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

    • Focus Partners Wealth: 5,115 shares
    • Focus Partners Advisor Solutions, LLC: 4,994 shares

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

  7. period ended2024-12-31
    13F/A 9,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $519,559.

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

    • Focus Partners Wealth: 5,115 shares
    • Focus Partners Advisor Solutions, LLC: 4,865 shares

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