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Focus Partners Wealth: IUSV position timeline

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

Focus Partners Wealth held 470,886 IUSV 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 470,886 shares
    Change vs previous 13F +20,791 shares

    0.05% of the 13F portfolio, value $51,868,160.

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

    • Focus Partners Wealth: 397,894 shares
    • Focus Partners Advisor Solutions, LLC: 72,992 shares

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

  2. period ended2026-03-31
    13F 450,095 shares
    Change vs previous 13F -30,372 shares

    0.05% of the 13F portfolio, value $46,016,985.

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

    • Focus Partners Wealth: 418,662 shares
    • Focus Partners Advisor Solutions, LLC: 31,433 shares

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

  3. period ended2025-12-31
    13F 480,467 shares
    Change vs previous 13F +42,847 shares

    0.05% of the 13F portfolio, value $49,090,661.

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

    • Focus Partners Wealth: 448,877 shares
    • Focus Partners Advisor Solutions, LLC: 31,590 shares

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

  4. period ended2025-09-30
    13F 437,620 shares
    Change vs previous 13F +6,665 shares

    0.06% of the 13F portfolio, value $43,797,874.

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

    • Focus Partners Wealth: 393,632 shares
    • Focus Partners Advisor Solutions, LLC: 43,988 shares

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

  5. period ended2025-06-30
    13F 430,955 shares
    Change vs previous 13F -11,720 shares

    0.08% of the 13F portfolio, value $40,781,358.

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

    • Focus Partners Wealth: 402,269 shares
    • Focus Partners Advisor Solutions, LLC: 28,686 shares

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

  6. period ended2025-03-31
    13F/A 442,675 shares
    Change vs previous 13F +825 shares

    0.09% of the 13F portfolio, value $40,854,587.

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

    • Focus Partners Wealth: 413,202 shares
    • Focus Partners Advisor Solutions, LLC: 29,473 shares

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

  7. period ended2024-12-31
    13F/A 441,850 shares
    Change vs previous 13F -23,370 shares

    0.09% of the 13F portfolio, value $40,910,746.

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

    • Focus Partners Wealth: 411,948 shares
    • Focus Partners Advisor Solutions, LLC: 29,902 shares

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

  8. period ended2024-09-30
    13F 465,220 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $44,423,908.

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

    • Focus Partners Wealth: 433,661 shares
    • Focus Partners Advisor Solutions, LLC: 31,559 shares

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