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Focus Partners Wealth: IGM position timeline

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

Focus Partners Wealth held 202,589 IGM 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 202,589 shares
    Change vs previous 13F -12,453 shares

    0.03% of the 13F portfolio, value $33,139,631.

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

    • Focus Partners Wealth: 145,612 shares
    • Focus Partners Advisor Solutions, LLC: 56,977 shares

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

  2. period ended2026-03-31
    13F 215,042 shares
    Change vs previous 13F +46,236 shares

    0.03% of the 13F portfolio, value $26,635,715.

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

    • Focus Partners Wealth: 145,779 shares
    • Focus Partners Advisor Solutions, LLC: 69,263 shares

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

  3. period ended2025-12-31
    13F 168,806 shares
    Change vs previous 13F +89,523 shares

    0.02% of the 13F portfolio, value $21,771,889.

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

    • Focus Partners Wealth: 159,592 shares
    • Focus Partners Advisor Solutions, LLC: 9,214 shares

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

  4. period ended2025-09-30
    13F 79,283 shares
    Change vs previous 13F +28,513 shares

    0.01% of the 13F portfolio, value $9,985,700.

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

    • Focus Partners Wealth: 77,490 shares
    • Focus Partners Advisor Solutions, LLC: 1,793 shares

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

  5. period ended2025-06-30
    13F 50,770 shares
    Change vs previous 13F +44,326 shares

    0.01% of the 13F portfolio, value $5,703,507.

    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 6,444 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $584,278.

    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 6,495 shares
    Change vs previous 13F +850 shares

    <0.01% of the 13F portfolio, value $663,075.

    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 5,645 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $541,581.

    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).