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Disclosery

Focus Partners Wealth: IOO position timeline

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

Focus Partners Wealth held 9,077 IOO 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 9,077 shares
    Change vs previous 13F -1,817 shares

    <0.01% of the 13F portfolio, value $1,239,918.

    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 10,894 shares
    Change vs previous 13F -88,464 shares

    <0.01% of the 13F portfolio, value $1,317,848.

    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 99,358 shares
    Change vs previous 13F +3,611 shares

    0.01% of the 13F portfolio, value $12,585,678.

    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 95,747 shares
    Change vs previous 13F +1,023 shares

    0.02% of the 13F portfolio, value $11,490,598.

    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 94,724 shares
    Change vs previous 13F -99,394 shares

    0.02% of the 13F portfolio, value $10,212,195.

    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 194,118 shares
    Change vs previous 13F -31,520 shares

    0.05% of the 13F portfolio, value $18,691,624.

    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 225,638 shares
    Change vs previous 13F +2,986 shares

    0.06% of the 13F portfolio, value $22,737,542.

    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 222,652 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,078,172.

    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).