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Focus Partners Wealth: IVW position timeline

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

Focus Partners Wealth held 2,009,750 IVW 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 2,009,750 shares
    Change vs previous 13F +44,229 shares

    0.25% of the 13F portfolio, value $276,399,100.

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

    • Focus Partners Wealth: 1,947,941 shares
    • Focus Partners Advisor Solutions, LLC: 61,809 shares

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

  2. period ended2026-03-31
    13F 1,965,521 shares
    Change vs previous 13F -14,053 shares

    0.22% of the 13F portfolio, value $222,389,968.

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

    • Focus Partners Wealth: 1,904,019 shares
    • Focus Partners Advisor Solutions, LLC: 61,502 shares

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

  3. period ended2025-12-31
    13F 1,979,574 shares
    Change vs previous 13F +876,200 shares

    0.25% of the 13F portfolio, value $244,001,193.

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

    • Focus Partners Wealth: 1,920,546 shares
    • Focus Partners Advisor Solutions, LLC: 59,028 shares

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

  4. period ended2025-09-30
    13F 1,103,374 shares
    Change vs previous 13F -3,559 shares

    0.19% of the 13F portfolio, value $133,285,472.

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

    • Focus Partners Wealth: 1,060,962 shares
    • Focus Partners Advisor Solutions, LLC: 42,412 shares

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

  5. period ended2025-06-30
    13F 1,106,933 shares
    Change vs previous 13F +152,026 shares

    0.23% of the 13F portfolio, value $121,873,461.

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

    • Focus Partners Wealth: 1,066,510 shares
    • Focus Partners Advisor Solutions, LLC: 40,423 shares

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

  6. period ended2025-03-31
    13F/A 954,907 shares
    Change vs previous 13F +3,111 shares

    0.19% of the 13F portfolio, value $88,644,142.

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

    • Focus Partners Wealth: 927,442 shares
    • Focus Partners Advisor Solutions, LLC: 27,465 shares

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

  7. period ended2024-12-31
    13F/A 951,796 shares
    Change vs previous 13F +448,542 shares

    0.22% of the 13F portfolio, value $96,636,200.

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

    • Focus Partners Wealth: 919,993 shares
    • Focus Partners Advisor Solutions, LLC: 31,803 shares

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

  8. period ended2024-09-30
    13F 503,254 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $48,186,744.

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

    • Focus Partners Wealth: 474,683 shares
    • Focus Partners Advisor Solutions, LLC: 28,571 shares

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