Skip to content
Disclosery

Focus Partners Wealth: ISMD position timeline

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

Focus Partners Wealth held 27,900 ISMD 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 27,900 shares
    Change vs previous 13F +2,635 shares

    0.01% of the 13F portfolio, value $1,394,943.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    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 25,265 shares
    Change vs previous 13F +8,104 shares

    0.01% of the 13F portfolio, value $1,009,872.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    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 17,161 shares
    Change vs previous 13F -6,230 shares

    0.01% of the 13F portfolio, value $662,101.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    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 23,391 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $885,508.

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

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