Skip to content
Disclosery

Focus Partners Wealth: IMTM position timeline

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

Focus Partners Wealth held 72,439 IMTM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,439 shares
    Change vs previous 13F +4,716 shares

    <0.01% of the 13F portfolio, value $3,863,237.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,110 shares
    • Focus Partners Advisor Solutions, LLC: 52,329 shares

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

  2. period ended2026-03-31
    13F 67,723 shares
    Change vs previous 13F +2,215 shares

    <0.01% of the 13F portfolio, value $3,252,101.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,500 shares
    • Focus Partners Advisor Solutions, LLC: 49,223 shares

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

  3. period ended2025-12-31
    13F 65,508 shares
    Change vs previous 13F +10,463 shares

    <0.01% of the 13F portfolio, value $3,142,469.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,848 shares
    • Focus Partners Advisor Solutions, LLC: 48,660 shares

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

  4. period ended2025-09-30
    13F 55,045 shares
    Change vs previous 13F +2,351 shares

    <0.01% of the 13F portfolio, value $2,635,107.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,498 shares
    • Focus Partners Advisor Solutions, LLC: 48,547 shares

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

  5. period ended2025-06-30
    13F 52,694 shares
    Change vs previous 13F +117 shares

    0.03% of the 13F portfolio, value $2,407,627.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    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 52,577 shares
    Change vs previous 13F +10,689 shares

    0.03% of the 13F portfolio, value $2,099,949.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    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 41,888 shares
    Change vs previous 13F +6,956 shares

    0.03% of the 13F portfolio, value $1,566,633.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    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 34,932 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,410,557.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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