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Focus Partners Wealth: IUSG position timeline

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

Focus Partners Wealth held 183,724 IUSG 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 183,724 shares
    Change vs previous 13F -2,016 shares

    0.03% of the 13F portfolio, value $34,556,766.

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

    • Focus Partners Wealth: 179,638 shares
    • Focus Partners Advisor Solutions, LLC: 4,086 shares

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

  2. period ended2026-03-31
    13F 185,740 shares
    Change vs previous 13F +3,382 shares

    0.03% of the 13F portfolio, value $28,837,599.

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

    • Focus Partners Wealth: 182,447 shares
    • Focus Partners Advisor Solutions, LLC: 3,293 shares

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

  3. period ended2025-12-31
    13F 182,358 shares
    Change vs previous 13F +1,654 shares

    0.03% of the 13F portfolio, value $30,625,429.

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

    • Focus Partners Wealth: 180,842 shares
    • Focus Partners Advisor Solutions, LLC: 1,516 shares

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

  4. period ended2025-09-30
    13F 180,704 shares
    Change vs previous 13F -7,102 shares

    0.05% of the 13F portfolio, value $29,738,939.

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

    • Focus Partners Wealth: 180,704 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 187,806 shares
    Change vs previous 13F +8,698 shares

    0.05% of the 13F portfolio, value $28,246,224.

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

    • Focus Partners Wealth: 186,289 shares
    • Focus Partners Advisor Solutions, LLC: 1,517 shares

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

  6. period ended2025-03-31
    13F/A 179,108 shares
    Change vs previous 13F -15,655 shares

    0.06% of the 13F portfolio, value $22,761,051.

    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 194,763 shares
    Change vs previous 13F -7,373 shares

    0.07% of the 13F portfolio, value $27,401,106.

    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 202,136 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $26,663,899.

    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).