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Disclosery

Focus Partners Wealth: IPAY position timeline

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

Focus Partners Wealth held 11,273 IPAY 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 11,273 shares
    Change vs previous 13F -1,814 shares

    <0.01% of the 13F portfolio, value $519,717.

    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 13,087 shares
    Change vs previous 13F +3,190 shares

    <0.01% of the 13F portfolio, value $560,154.

    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 9,897 shares
    Change vs previous 13F -2,361 shares

    <0.01% of the 13F portfolio, value $577,209.

    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 12,258 shares
    Change vs previous 13F +2,693 shares

    <0.01% of the 13F portfolio, value $699,984.

    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 9,565 shares
    Change vs previous 13F +588 shares

    <0.01% of the 13F portfolio, value $573,201.

    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 8,977 shares
    Change vs previous 13F -1,528 shares

    <0.01% of the 13F portfolio, value $477,660.

    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 10,505 shares
    Change vs previous 13F +795 shares

    <0.01% of the 13F portfolio, value $609,131.

    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 9,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $507,536.

    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).