Skip to content
Disclosery

Focus Partners Wealth: IJJ position timeline

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

Focus Partners Wealth held 137,085 IJJ 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 137,085 shares
    Change vs previous 13F -535 shares

    0.02% of the 13F portfolio, value $20,251,864.

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

    • Focus Partners Wealth: 125,147 shares
    • Focus Partners Advisor Solutions, LLC: 11,938 shares

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

  2. period ended2026-03-31
    13F 137,620 shares
    Change vs previous 13F +1,680 shares

    0.02% of the 13F portfolio, value $18,234,342.

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

    • Focus Partners Wealth: 131,515 shares
    • Focus Partners Advisor Solutions, LLC: 6,105 shares

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

  3. period ended2025-12-31
    13F 135,940 shares
    Change vs previous 13F +10,964 shares

    0.02% of the 13F portfolio, value $17,888,232.

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

    • Focus Partners Wealth: 130,618 shares
    • Focus Partners Advisor Solutions, LLC: 5,322 shares

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

  4. period ended2025-09-30
    13F 124,976 shares
    Change vs previous 13F -2,867 shares

    0.02% of the 13F portfolio, value $16,211,011.

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

    • Focus Partners Wealth: 119,545 shares
    • Focus Partners Advisor Solutions, LLC: 5,431 shares

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

  5. period ended2025-06-30
    13F 127,843 shares
    Change vs previous 13F +4,173 shares

    0.03% of the 13F portfolio, value $15,799,026.

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

    • Focus Partners Wealth: 121,948 shares
    • Focus Partners Advisor Solutions, LLC: 5,895 shares

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

  6. period ended2025-03-31
    13F/A 123,670 shares
    Change vs previous 13F +45,597 shares

    0.03% of the 13F portfolio, value $14,807,329.

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

    • Focus Partners Wealth: 117,697 shares
    • Focus Partners Advisor Solutions, LLC: 5,973 shares

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

  7. period ended2024-12-31
    13F/A 78,073 shares
    Change vs previous 13F +49,621 shares

    0.02% of the 13F portfolio, value $9,756,289.

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

    • Focus Partners Wealth: 72,090 shares
    • Focus Partners Advisor Solutions, LLC: 5,983 shares

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

  8. period ended2024-09-30
    13F 28,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,517,389.

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

    • Focus Partners Wealth: 23,465 shares
    • Focus Partners Advisor Solutions, LLC: 4,987 shares

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