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Disclosery

Focus Partners Wealth: IVOO position timeline

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

Focus Partners Wealth held 11,321 IVOO 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 11,321 shares
    Change vs previous 13F +1,866 shares

    <0.01% of the 13F portfolio, value $1,476,319.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 9,455 shares
    Change vs previous 13F -2,550 shares

    <0.01% of the 13F portfolio, value $1,300,330.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 12,005 shares
    Change vs previous 13F +2,811 shares

    <0.01% of the 13F portfolio, value $1,339,968.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 9,194 shares
    Change vs previous 13F -1,596 shares

    <0.01% of the 13F portfolio, value $1,014,844.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 10,790 shares
    Change vs previous 13F +763 shares

    <0.01% of the 13F portfolio, value $1,132,743.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 10,027 shares
    Change vs previous 13F -5,878 shares

    <0.01% of the 13F portfolio, value $989,637.

    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 15,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,677,946.

    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).