Skip to content
Disclosery

Focus Partners Wealth: IVLU position timeline

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

Focus Partners Wealth held 1,162,827 IVLU 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 1,162,827 shares
    Change vs previous 13F -111,310 shares

    0.04% of the 13F portfolio, value $48,627,957.

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

    • Focus Partners Wealth: 922,290 shares
    • Focus Partners Advisor Solutions, LLC: 240,537 shares

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

  2. period ended2026-03-31
    13F 1,274,137 shares
    Change vs previous 13F -59,538 shares

    0.05% of the 13F portfolio, value $50,539,829.

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

    • Focus Partners Wealth: 1,021,858 shares
    • Focus Partners Advisor Solutions, LLC: 252,279 shares

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

  3. period ended2025-12-31
    13F 1,333,675 shares
    Change vs previous 13F +66,538 shares

    0.05% of the 13F portfolio, value $50,746,367.

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

    • Focus Partners Wealth: 1,051,577 shares
    • Focus Partners Advisor Solutions, LLC: 282,098 shares

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

  4. period ended2025-09-30
    13F 1,267,137 shares
    Change vs previous 13F -33,744 shares

    0.06% of the 13F portfolio, value $45,011,956.

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

    • Focus Partners Wealth: 1,043,659 shares
    • Focus Partners Advisor Solutions, LLC: 223,478 shares

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

  5. period ended2025-06-30
    13F 1,300,881 shares
    Change vs previous 13F -93,642 shares

    0.08% of the 13F portfolio, value $42,785,995.

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

    • Focus Partners Wealth: 1,016,508 shares
    • Focus Partners Advisor Solutions, LLC: 284,373 shares

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

  6. period ended2025-03-31
    13F/A 1,394,523 shares
    Change vs previous 13F +341,782 shares

    0.09% of the 13F portfolio, value $42,268,020.

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

    • Focus Partners Wealth: 1,091,571 shares
    • Focus Partners Advisor Solutions, LLC: 302,952 shares

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

  7. period ended2024-12-31
    13F/A 1,052,741 shares
    Change vs previous 13F +109,440 shares

    0.06% of the 13F portfolio, value $28,539,837.

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

    • Focus Partners Wealth: 770,413 shares
    • Focus Partners Advisor Solutions, LLC: 282,328 shares

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

  8. period ended2024-09-30
    13F 943,301 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,855,692.

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

    • Focus Partners Wealth: 689,834 shares
    • Focus Partners Advisor Solutions, LLC: 253,467 shares

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