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Focus Partners Wealth: IVV position timeline

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

Focus Partners Wealth held 2,543,421 IVV 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 2,543,421 shares
    Change vs previous 13F +224,166 shares

    1.74% of the 13F portfolio, value $1,904,734,750.

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

    • Focus Partners Wealth: 2,413,265 shares
    • Focus Partners Advisor Solutions, LLC: 130,156 shares

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

  2. period ended2026-03-31
    13F 2,319,255 shares
    Change vs previous 13F +181,822 shares

    1.52% of the 13F portfolio, value $1,515,060,607.

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

    • Focus Partners Wealth: 2,203,708 shares
    • Focus Partners Advisor Solutions, LLC: 115,547 shares

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

  3. period ended2025-12-31
    13F 2,137,433 shares
    Change vs previous 13F +437,912 shares

    1.53% of the 13F portfolio, value $1,463,939,809.

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

    • Focus Partners Wealth: 2,096,127 shares
    • Focus Partners Advisor Solutions, LLC: 41,306 shares

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

  4. period ended2025-09-30
    13F 1,699,521 shares
    Change vs previous 13F +871,750 shares

    1.61% of the 13F portfolio, value $1,138,087,970.

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

    • Focus Partners Wealth: 1,663,883 shares
    • Focus Partners Advisor Solutions, LLC: 35,638 shares

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

  5. period ended2025-06-30
    13F 827,771 shares
    Change vs previous 13F +148,382 shares

    0.96% of the 13F portfolio, value $513,963,106.

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

    • Focus Partners Wealth: 797,865 shares
    • Focus Partners Advisor Solutions, LLC: 29,906 shares

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

  6. period ended2025-03-31
    13F/A 679,389 shares
    Change vs previous 13F +13,280 shares

    0.82% of the 13F portfolio, value $381,749,898.

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

    • Focus Partners Wealth: 649,627 shares
    • Focus Partners Advisor Solutions, LLC: 29,762 shares

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

  7. period ended2024-12-31
    13F/A 666,109 shares
    Change vs previous 13F +286,480 shares

    0.88% of the 13F portfolio, value $392,128,171.

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

    • Focus Partners Wealth: 637,996 shares
    • Focus Partners Advisor Solutions, LLC: 28,113 shares

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

  8. period ended2024-09-30
    13F 379,629 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $218,979,409.

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

    • Focus Partners Wealth: 352,403 shares
    • Focus Partners Advisor Solutions, LLC: 27,226 shares

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