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Focus Partners Wealth: IVE position timeline

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

Focus Partners Wealth held 1,229,879 IVE 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 1,229,879 shares
    Change vs previous 13F -17,845 shares

    0.26% of the 13F portfolio, value $279,256,878.

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

    • Focus Partners Wealth: 1,205,298 shares
    • Focus Partners Advisor Solutions, LLC: 24,581 shares

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

  2. period ended2026-03-31
    13F 1,247,724 shares
    Change vs previous 13F -524 shares

    0.26% of the 13F portfolio, value $263,472,603.

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

    • Focus Partners Wealth: 1,229,165 shares
    • Focus Partners Advisor Solutions, LLC: 18,559 shares

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

  3. period ended2025-12-31
    13F 1,248,248 shares
    Change vs previous 13F +706,105 shares

    0.28% of the 13F portfolio, value $264,714,411.

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

    • Focus Partners Wealth: 1,225,078 shares
    • Focus Partners Advisor Solutions, LLC: 23,170 shares

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

  4. period ended2025-09-30
    13F 542,143 shares
    Change vs previous 13F +8,434 shares

    0.16% of the 13F portfolio, value $112,004,367.

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

    • Focus Partners Wealth: 522,826 shares
    • Focus Partners Advisor Solutions, LLC: 19,317 shares

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

  5. period ended2025-06-30
    13F 533,709 shares
    Change vs previous 13F +105,338 shares

    0.19% of the 13F portfolio, value $104,297,565.

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

    • Focus Partners Wealth: 518,381 shares
    • Focus Partners Advisor Solutions, LLC: 15,328 shares

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

  6. period ended2025-03-31
    13F/A 428,371 shares
    Change vs previous 13F -3,640 shares

    0.18% of the 13F portfolio, value $81,639,162.

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

    • Focus Partners Wealth: 413,144 shares
    • Focus Partners Advisor Solutions, LLC: 15,227 shares

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

  7. period ended2024-12-31
    13F/A 432,011 shares
    Change vs previous 13F +149,948 shares

    0.19% of the 13F portfolio, value $82,462,610.

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

    • Focus Partners Wealth: 416,996 shares
    • Focus Partners Advisor Solutions, LLC: 15,015 shares

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

  8. period ended2024-09-30
    13F 282,063 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $56,571,328.

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

    • Focus Partners Wealth: 265,920 shares
    • Focus Partners Advisor Solutions, LLC: 16,143 shares

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