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Focus Partners Wealth: IUSB position timeline

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

Focus Partners Wealth held 1,293,347 IUSB 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 1,293,347 shares
    Change vs previous 13F -135,505 shares

    0.05% of the 13F portfolio, value $59,688,042.

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

    • Focus Partners Wealth: 1,214,242 shares
    • Focus Partners Advisor Solutions, LLC: 79,105 shares

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

  2. period ended2026-03-31
    13F 1,428,852 shares
    Change vs previous 13F -185,238 shares

    0.07% of the 13F portfolio, value $65,998,738.

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

    • Focus Partners Wealth: 1,350,040 shares
    • Focus Partners Advisor Solutions, LLC: 78,812 shares

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

  3. period ended2025-12-31
    13F 1,614,090 shares
    Change vs previous 13F +241,382 shares

    0.08% of the 13F portfolio, value $75,119,745.

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

    • Focus Partners Wealth: 1,607,867 shares
    • Focus Partners Advisor Solutions, LLC: 6,223 shares

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

  4. period ended2025-09-30
    13F 1,372,708 shares
    Change vs previous 13F -34,915 shares

    0.09% of the 13F portfolio, value $64,119,038.

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

    • Focus Partners Wealth: 1,361,615 shares
    • Focus Partners Advisor Solutions, LLC: 11,093 shares

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

  5. period ended2025-06-30
    13F 1,407,623 shares
    Change vs previous 13F +342,682 shares

    0.12% of the 13F portfolio, value $65,074,456.

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

    • Focus Partners Wealth: 1,333,624 shares
    • Focus Partners Advisor Solutions, LLC: 73,999 shares

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

  6. period ended2025-03-31
    13F/A 1,064,941 shares
    Change vs previous 13F +4,334 shares

    0.11% of the 13F portfolio, value $49,072,528.

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

    • Focus Partners Wealth: 1,022,295 shares
    • Focus Partners Advisor Solutions, LLC: 42,646 shares

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

  7. period ended2024-12-31
    13F/A 1,060,607 shares
    Change vs previous 13F +1,052,118 shares

    0.11% of the 13F portfolio, value $47,939,442.

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

    • Focus Partners Wealth: 1,003,623 shares
    • Focus Partners Advisor Solutions, LLC: 56,984 shares

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

  8. period ended2024-09-30
    13F 8,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $400,002.

    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: 0 shares
    • Focus Partners Advisor Solutions, LLC: 8,489 shares

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