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Disclosery

Focus Partners Wealth: IMCV position timeline

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

Focus Partners Wealth held 23,030 IMCV 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 23,030 shares
    Change vs previous 13F -1,417 shares

    <0.01% of the 13F portfolio, value $2,104,424.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 24,447 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $2,072,758.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 24,401 shares
    Change vs previous 13F -406 shares

    <0.01% of the 13F portfolio, value $2,009,134.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 24,807 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $1,993,255.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 24,892 shares
    Change vs previous 13F -6,031 shares

    <0.01% of the 13F portfolio, value $1,891,294.

    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 30,923 shares
    Change vs previous 13F -274,754 shares

    0.01% of the 13F portfolio, value $2,294,177.

    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 305,677 shares
    Change vs previous 13F +292,506 shares

    0.06% of the 13F portfolio, value $22,699,574.

    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 13,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,009,425.

    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).