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Focus Partners Wealth: ITB position timeline

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

Focus Partners Wealth held 67,321 ITB 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 67,321 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $7,033,782.

    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 67,045 shares
    Change vs previous 13F -1,639 shares

    0.01% of the 13F portfolio, value $6,070,971.

    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 68,684 shares
    Change vs previous 13F +39,520 shares

    0.01% of the 13F portfolio, value $6,624,336.

    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 29,164 shares
    Change vs previous 13F +2,483 shares

    0.01% of the 13F portfolio, value $3,128,048.

    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 26,681 shares
    Change vs previous 13F -93 shares

    0.01% of the 13F portfolio, value $2,485,989.

    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 26,774 shares
    Change vs previous 13F -1,540 shares

    0.01% of the 13F portfolio, value $2,539,721.

    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 28,314 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $2,927,464.

    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).

  8. period ended2024-09-30
    13F 28,739 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,652,875.

    13F-HR 0001542153-24-000013 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).