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Disclosery

Focus Partners Wealth: IPAR position timeline

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

Focus Partners Wealth held 12,901 IPAR 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 12,901 shares
    Change vs previous 13F -559 shares

    <0.01% of the 13F portfolio, value $1,443,193.

    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 13,460 shares
    Change vs previous 13F -5,318 shares

    <0.01% of the 13F portfolio, value $1,222,786.

    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 18,778 shares
    Change vs previous 13F -57,689 shares

    <0.01% of the 13F portfolio, value $1,592,903.

    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 76,467 shares
    Change vs previous 13F -1,531 shares

    0.01% of the 13F portfolio, value $7,522,851.

    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 77,998 shares
    Change vs previous 13F +9,987 shares

    0.02% of the 13F portfolio, value $10,241,939.

    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 68,011 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $7,744,431.

    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 68,154 shares
    Change vs previous 13F -167 shares

    0.02% of the 13F portfolio, value $8,962,941.

    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 68,321 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,846,220.

    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).