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Focus Partners Wealth: ISTB position timeline

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

Focus Partners Wealth held 125,004 ISTB 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 125,004 shares
    Change vs previous 13F +87,184 shares

    0.01% of the 13F portfolio, value $6,031,466.

    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: 39,819 shares
    • Focus Partners Advisor Solutions, LLC: 85,185 shares

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

  2. period ended2026-03-31
    13F 37,820 shares
    Change vs previous 13F -83,345 shares

    <0.01% of the 13F portfolio, value $1,832,794.

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

    • Focus Partners Wealth: 37,820 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 121,165 shares
    Change vs previous 13F -61,455 shares

    0.01% of the 13F portfolio, value $5,906,877.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,627 shares
    • Focus Partners Advisor Solutions, LLC: 83,538 shares

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

  4. period ended2025-09-30
    13F 182,620 shares
    Change vs previous 13F +82,089 shares

    0.01% of the 13F portfolio, value $8,904,439.

    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: 34,452 shares
    • Focus Partners Advisor Solutions, LLC: 148,168 shares

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

  5. period ended2025-06-30
    13F 100,531 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $4,890,932.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,094 shares
    • Focus Partners Advisor Solutions, LLC: 66,437 shares

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

  6. period ended2025-03-31
    13F/A 100,485 shares
    Change vs previous 13F +24,856 shares

    0.01% of the 13F portfolio, value $4,858,518.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,788 shares
    • Focus Partners Advisor Solutions, LLC: 71,697 shares

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

  7. period ended2024-12-31
    13F/A 75,629 shares
    Change vs previous 13F +16,172 shares

    0.01% of the 13F portfolio, value $3,612,849.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,242 shares
    • Focus Partners Advisor Solutions, LLC: 44,387 shares

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

  8. period ended2024-09-30
    13F 59,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,373,713.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,564 shares
    • Focus Partners Advisor Solutions, LLC: 43,893 shares

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