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Focus Partners Wealth: IJR position timeline

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

Focus Partners Wealth held 1,982,846 IJR 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 1,982,846 shares
    Change vs previous 13F +198,498 shares

    0.27% of the 13F portfolio, value $294,076,119.

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

    • Focus Partners Wealth: 1,733,730 shares
    • Focus Partners Advisor Solutions, LLC: 249,116 shares

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

  2. period ended2026-03-31
    13F 1,784,348 shares
    Change vs previous 13F -10,720 shares

    0.22% of the 13F portfolio, value $221,863,678.

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

    • Focus Partners Wealth: 1,736,782 shares
    • Focus Partners Advisor Solutions, LLC: 47,566 shares

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

  3. period ended2025-12-31
    13F 1,795,068 shares
    Change vs previous 13F +679,631 shares

    0.22% of the 13F portfolio, value $215,729,490.

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

    • Focus Partners Wealth: 1,745,654 shares
    • Focus Partners Advisor Solutions, LLC: 49,414 shares

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

  4. period ended2025-09-30
    13F 1,115,437 shares
    Change vs previous 13F +155,687 shares

    0.19% of the 13F portfolio, value $132,451,624.

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

    • Focus Partners Wealth: 1,068,456 shares
    • Focus Partners Advisor Solutions, LLC: 46,981 shares

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

  5. period ended2025-06-30
    13F 959,750 shares
    Change vs previous 13F +47,922 shares

    0.2% of the 13F portfolio, value $104,891,110.

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

    • Focus Partners Wealth: 935,578 shares
    • Focus Partners Advisor Solutions, LLC: 24,172 shares

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

  6. period ended2025-03-31
    13F/A 911,828 shares
    Change vs previous 13F -156,285 shares

    0.21% of the 13F portfolio, value $95,350,129.

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

    • Focus Partners Wealth: 881,864 shares
    • Focus Partners Advisor Solutions, LLC: 29,964 shares

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

  7. period ended2024-12-31
    13F/A 1,068,113 shares
    Change vs previous 13F +641,047 shares

    0.28% of the 13F portfolio, value $123,068,566.

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

    • Focus Partners Wealth: 1,040,110 shares
    • Focus Partners Advisor Solutions, LLC: 28,003 shares

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

  8. period ended2024-09-30
    13F 427,066 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $49,949,910.

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

    • Focus Partners Wealth: 404,997 shares
    • Focus Partners Advisor Solutions, LLC: 22,069 shares

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