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Disclosery

Focus Partners Wealth: IT position timeline

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

Focus Partners Wealth held 27,401 IT 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 27,401 shares
    Change vs previous 13F -685 shares

    <0.01% of the 13F portfolio, value $3,551,926.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,370 shares
    • Focus Partners Advisor Solutions, LLC: 7,031 shares

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

  2. period ended2026-03-31
    13F 28,086 shares
    Change vs previous 13F +6,400 shares

    <0.01% of the 13F portfolio, value $4,447,312.

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

    • Focus Partners Wealth: 19,515 shares
    • Focus Partners Advisor Solutions, LLC: 8,571 shares

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

  3. period ended2025-12-31
    13F 21,686 shares
    Change vs previous 13F +11,560 shares

    0.01% of the 13F portfolio, value $5,471,332.

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

    • Focus Partners Wealth: 16,343 shares
    • Focus Partners Advisor Solutions, LLC: 5,343 shares

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

  4. period ended2025-09-30
    13F 10,126 shares
    Change vs previous 13F +5,009 shares

    <0.01% of the 13F portfolio, value $2,540,225.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,095 shares
    • Focus Partners Advisor Solutions, LLC: 4,031 shares

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

  5. period ended2025-06-30
    13F 5,117 shares
    Change vs previous 13F +1,505 shares

    <0.01% of the 13F portfolio, value $2,068,881.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,633 shares
    • Focus Partners Advisor Solutions, LLC: 1,484 shares

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

  6. period ended2025-03-31
    13F/A 3,612 shares
    Change vs previous 13F +115 shares

    <0.01% of the 13F portfolio, value $1,516,674.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,826 shares
    • Focus Partners Advisor Solutions, LLC: 786 shares

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

  7. period ended2024-12-31
    13F/A 3,497 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $1,694,432.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,497 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 3,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,924,754.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,189 shares
    • Focus Partners Advisor Solutions, LLC: 609 shares

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