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Disclosery

Focus Partners Wealth: IEX position timeline

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

Focus Partners Wealth held 13,791 IEX 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 13,791 shares
    Change vs previous 13F +3,422 shares

    <0.01% of the 13F portfolio, value $3,129,844.

    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 10,369 shares
    Change vs previous 13F +3,616 shares

    <0.01% of the 13F portfolio, value $2,074,435.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 6,753 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $1,201,580.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 6,246 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $1,016,666.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 6,995 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $1,228,168.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 7,320 shares
    Change vs previous 13F -1,174 shares

    <0.01% of the 13F portfolio, value $1,324,796.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 8,494 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $1,777,834.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 8,282 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,776,599.

    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).