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Focus Partners Wealth: IFRA position timeline

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

Focus Partners Wealth held 24,256 IFRA 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 24,256 shares
    Change vs previous 13F -3,023 shares

    <0.01% of the 13F portfolio, value $1,529,154.

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

    • Focus Partners Wealth: 19,104 shares
    • Focus Partners Advisor Solutions, LLC: 5,152 shares

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

  2. period ended2026-03-31
    13F 27,279 shares
    Change vs previous 13F +3,749 shares

    <0.01% of the 13F portfolio, value $1,560,408.

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

    • Focus Partners Wealth: 21,513 shares
    • Focus Partners Advisor Solutions, LLC: 5,766 shares

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

  3. period ended2025-12-31
    13F 23,530 shares
    Change vs previous 13F +4,197 shares

    <0.01% of the 13F portfolio, value $1,238,137.

    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 19,333 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $1,021,143.

    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 18,855 shares
    Change vs previous 13F +1,005 shares

    <0.01% of the 13F portfolio, value $927,490.

    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 17,850 shares
    Change vs previous 13F +9,240 shares

    <0.01% of the 13F portfolio, value $804,538.

    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 8,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,590.

    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).