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Focus Partners Wealth: INVH position timeline

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

Focus Partners Wealth held 23,691 INVH 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 23,691 shares
    Change vs previous 13F -9,778 shares

    <0.01% of the 13F portfolio, value $715,736.

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

    • Focus Partners Wealth: 14,962 shares
    • Focus Partners Advisor Solutions, LLC: 8,729 shares

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

  2. period ended2026-03-31
    13F 33,469 shares
    Change vs previous 13F -43,663 shares

    <0.01% of the 13F portfolio, value $831,703.

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

    • Focus Partners Wealth: 20,589 shares
    • Focus Partners Advisor Solutions, LLC: 12,880 shares

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

  3. period ended2025-12-31
    13F 77,132 shares
    Change vs previous 13F +6,909 shares

    <0.01% of the 13F portfolio, value $2,143,290.

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

    • Focus Partners Wealth: 62,021 shares
    • Focus Partners Advisor Solutions, LLC: 15,111 shares

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

  4. period ended2025-09-30
    13F 70,223 shares
    Change vs previous 13F -4,258 shares

    <0.01% of the 13F portfolio, value $2,053,823.

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

    • Focus Partners Wealth: 60,522 shares
    • Focus Partners Advisor Solutions, LLC: 9,701 shares

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

  5. period ended2025-06-30
    13F 74,481 shares
    Change vs previous 13F +20,675 shares

    <0.01% of the 13F portfolio, value $2,442,941.

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

    • Focus Partners Wealth: 62,980 shares
    • Focus Partners Advisor Solutions, LLC: 11,501 shares

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

  6. period ended2025-03-31
    13F/A 53,806 shares
    Change vs previous 13F +1,782 shares

    <0.01% of the 13F portfolio, value $1,875,140.

    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 52,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,663,208.

    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).