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Focus Partners Wealth: IGSB position timeline

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

Focus Partners Wealth held 3,686,427 IGSB 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 3,686,427 shares
    Change vs previous 13F +632,040 shares

    0.18% of the 13F portfolio, value $193,205,755.

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

    • Focus Partners Wealth: 3,665,930 shares
    • Focus Partners Advisor Solutions, LLC: 20,497 shares

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

  2. period ended2026-03-31
    13F 3,054,387 shares
    Change vs previous 13F +916,618 shares

    0.16% of the 13F portfolio, value $161,306,648.

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

    • Focus Partners Wealth: 3,049,084 shares
    • Focus Partners Advisor Solutions, LLC: 5,303 shares

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

  3. period ended2025-12-31
    13F 2,137,769 shares
    Change vs previous 13F +1,392,828 shares

    0.12% of the 13F portfolio, value $113,045,447.

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

    • Focus Partners Wealth: 2,120,830 shares
    • Focus Partners Advisor Solutions, LLC: 16,939 shares

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

  4. period ended2025-09-30
    13F 744,941 shares
    Change vs previous 13F +56,936 shares

    0.06% of the 13F portfolio, value $39,499,478.

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

    • Focus Partners Wealth: 717,482 shares
    • Focus Partners Advisor Solutions, LLC: 27,459 shares

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

  5. period ended2025-06-30
    13F 688,005 shares
    Change vs previous 13F -7,936 shares

    0.07% of the 13F portfolio, value $36,299,211.

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

    • Focus Partners Wealth: 667,525 shares
    • Focus Partners Advisor Solutions, LLC: 20,480 shares

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

  6. period ended2025-03-31
    13F/A 695,941 shares
    Change vs previous 13F -86,159 shares

    0.08% of the 13F portfolio, value $36,446,493.

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

    • Focus Partners Wealth: 672,429 shares
    • Focus Partners Advisor Solutions, LLC: 23,512 shares

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

  7. period ended2024-12-31
    13F/A 782,100 shares
    Change vs previous 13F +551,926 shares

    0.09% of the 13F portfolio, value $40,434,627.

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

    • Focus Partners Wealth: 760,643 shares
    • Focus Partners Advisor Solutions, LLC: 21,457 shares

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

  8. period ended2024-09-30
    13F 230,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,120,253.

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

    • Focus Partners Wealth: 205,590 shares
    • Focus Partners Advisor Solutions, LLC: 24,584 shares

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