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Focus Partners Wealth: ITOT position timeline

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

Focus Partners Wealth held 14,395,032 ITOT 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 14,395,032 shares
    Change vs previous 13F +2,293,009 shares

    2.16% of the 13F portfolio, value $2,364,643,210.

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

    • Focus Partners Wealth: 8,536,010 shares
    • Focus Partners Advisor Solutions, LLC: 5,859,022 shares

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

  2. period ended2026-03-31
    13F 12,102,023 shares
    Change vs previous 13F +908,468 shares

    1.73% of the 13F portfolio, value $1,724,381,837.

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

    • Focus Partners Wealth: 6,686,069 shares
    • Focus Partners Advisor Solutions, LLC: 5,415,954 shares

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

  3. period ended2025-12-31
    13F 11,193,555 shares
    Change vs previous 13F +1,359,924 shares

    1.74% of the 13F portfolio, value $1,664,368,194.

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

    • Focus Partners Wealth: 6,150,404 shares
    • Focus Partners Advisor Solutions, LLC: 5,043,151 shares

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

  4. period ended2025-09-30
    13F 9,833,631 shares
    Change vs previous 13F +798,909 shares

    2.03% of the 13F portfolio, value $1,440,392,095.

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

    • Focus Partners Wealth: 5,010,735 shares
    • Focus Partners Advisor Solutions, LLC: 4,822,896 shares

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

  5. period ended2025-06-30
    13F 9,034,722 shares
    Change vs previous 13F +292,866 shares

    2.27% of the 13F portfolio, value $1,220,034,164.

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

    • Focus Partners Wealth: 4,894,023 shares
    • Focus Partners Advisor Solutions, LLC: 4,140,699 shares

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

  6. period ended2025-03-31
    13F/A 8,741,856 shares
    Change vs previous 13F +538,792 shares

    2.29% of the 13F portfolio, value $1,066,594,136.

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

    • Focus Partners Wealth: 4,674,812 shares
    • Focus Partners Advisor Solutions, LLC: 4,067,044 shares

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

  7. period ended2024-12-31
    13F/A 8,203,064 shares
    Change vs previous 13F +980,473 shares

    2.38% of the 13F portfolio, value $1,055,078,494.

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

    • Focus Partners Wealth: 4,512,125 shares
    • Focus Partners Advisor Solutions, LLC: 3,690,939 shares

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

  8. period ended2024-09-30
    13F 7,222,591 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $907,302,152.

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

    • Focus Partners Wealth: 4,169,128 shares
    • Focus Partners Advisor Solutions, LLC: 3,053,463 shares

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