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Focus Partners Wealth: IVZ position timeline

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

Focus Partners Wealth held 150,662 IVZ 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 150,662 shares
    Change vs previous 13F +2,557 shares

    <0.01% of the 13F portfolio, value $3,975,936.

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

    • Focus Partners Wealth: 107,346 shares
    • Focus Partners Advisor Solutions, LLC: 43,316 shares

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

  2. period ended2026-03-31
    13F 148,105 shares
    Change vs previous 13F +18,961 shares

    <0.01% of the 13F portfolio, value $3,597,406.

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

    • Focus Partners Wealth: 98,052 shares
    • Focus Partners Advisor Solutions, LLC: 50,053 shares

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

  3. period ended2025-12-31
    13F 129,144 shares
    Change vs previous 13F +59,504 shares

    <0.01% of the 13F portfolio, value $3,392,614.

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

    • Focus Partners Wealth: 83,610 shares
    • Focus Partners Advisor Solutions, LLC: 45,534 shares

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

  4. period ended2025-09-30
    13F 69,640 shares
    Change vs previous 13F +26,450 shares

    <0.01% of the 13F portfolio, value $1,616,164.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,962 shares
    • Focus Partners Advisor Solutions, LLC: 35,678 shares

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

  5. period ended2025-06-30
    13F 43,190 shares
    Change vs previous 13F -12,572 shares

    <0.01% of the 13F portfolio, value $681,061.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,695 shares
    • Focus Partners Advisor Solutions, LLC: 23,495 shares

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

  6. period ended2025-03-31
    13F/A 55,762 shares
    Change vs previous 13F +7,151 shares

    <0.01% of the 13F portfolio, value $845,914.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,888 shares
    • Focus Partners Advisor Solutions, LLC: 29,874 shares

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

  7. period ended2024-12-31
    13F/A 48,611 shares
    Change vs previous 13F +27,668 shares

    <0.01% of the 13F portfolio, value $849,720.

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

    • Focus Partners Wealth: 34,934 shares
    • Focus Partners Advisor Solutions, LLC: 13,677 shares

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

  8. period ended2024-09-30
    13F 20,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $367,759.

    13F-HR 0001542153-24-000013 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).