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Focus Partners Wealth: IJT position timeline

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

Focus Partners Wealth held 177,585 IJT 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 177,585 shares
    Change vs previous 13F -718 shares

    0.03% of the 13F portfolio, value $31,716,883.

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

    • Focus Partners Wealth: 175,674 shares
    • Focus Partners Advisor Solutions, LLC: 1,911 shares

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

  2. period ended2026-03-31
    13F 178,303 shares
    Change vs previous 13F +818 shares

    0.03% of the 13F portfolio, value $25,802,393.

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

    • Focus Partners Wealth: 176,285 shares
    • Focus Partners Advisor Solutions, LLC: 2,018 shares

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

  3. period ended2025-12-31
    13F 177,485 shares
    Change vs previous 13F +16,221 shares

    0.03% of the 13F portfolio, value $25,053,857.

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

    • Focus Partners Wealth: 177,485 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 161,264 shares
    Change vs previous 13F +2,985 shares

    0.03% of the 13F portfolio, value $22,816,106.

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

    • Focus Partners Wealth: 159,580 shares
    • Focus Partners Advisor Solutions, LLC: 1,684 shares

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

  5. period ended2025-06-30
    13F 158,279 shares
    Change vs previous 13F +7,425 shares

    0.05% of the 13F portfolio, value $21,057,472.

    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 150,854 shares
    Change vs previous 13F +2,477 shares

    0.05% of the 13F portfolio, value $18,781,415.

    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 148,377 shares
    Change vs previous 13F +68,382 shares

    0.05% of the 13F portfolio, value $20,085,912.

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

    • Focus Partners Wealth: 148,377 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 79,995 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,158,696.

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

    • Focus Partners Wealth: 78,256 shares
    • Focus Partners Advisor Solutions, LLC: 1,739 shares

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