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Disclosery

Focus Partners Wealth: ISCV position timeline

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

Focus Partners Wealth held 279,159 ISCV 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 279,159 shares
    Change vs previous 13F -8,978 shares

    0.02% of the 13F portfolio, value $21,863,428.

    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 288,137 shares
    Change vs previous 13F +2,814 shares

    0.02% of the 13F portfolio, value $20,028,459.

    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 285,323 shares
    Change vs previous 13F -128,111 shares

    0.02% of the 13F portfolio, value $19,544,636.

    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 413,434 shares
    Change vs previous 13F +17,642 shares

    0.04% of the 13F portfolio, value $27,523,634.

    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 395,792 shares
    Change vs previous 13F +159,775 shares

    0.05% of the 13F portfolio, value $24,297,661.

    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 236,017 shares
    Change vs previous 13F +177,820 shares

    0.04% of the 13F portfolio, value $13,995,806.

    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 58,197 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,690,278.

    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).