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Focus Partners Wealth: ISHG position timeline

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

Focus Partners Wealth held 40,620 ISHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,620 shares
    Change vs previous 13F +22,757 shares

    <0.01% of the 13F portfolio, value $3,015,860.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,123 shares
    • Focus Partners Advisor Solutions, LLC: 20,497 shares

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

  2. period ended2026-03-31
    13F 17,863 shares
    Change vs previous 13F -12,999 shares

    <0.01% of the 13F portfolio, value $1,325,152.

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

    • Focus Partners Wealth: 17,863 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 30,862 shares
    Change vs previous 13F -7,453 shares

    <0.01% of the 13F portfolio, value $2,322,086.

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

    • Focus Partners Wealth: 17,863 shares
    • Focus Partners Advisor Solutions, LLC: 12,999 shares

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

  4. period ended2025-09-30
    13F 38,315 shares
    Change vs previous 13F +27,533 shares

    <0.01% of the 13F portfolio, value $2,897,401.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,876 shares
    • Focus Partners Advisor Solutions, LLC: 22,439 shares

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

  5. period ended2025-06-30
    13F 10,782 shares
    Change vs previous 13F +4,679 shares

    <0.01% of the 13F portfolio, value $825,470.

    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 6,103 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,530.

    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).