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Focus Partners Wealth: IWB position timeline

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

Focus Partners Wealth held 1,867,545 IWB 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 1,867,545 shares
    Change vs previous 13F -73,569 shares

    0.7% of the 13F portfolio, value $764,760,624.

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

    • Focus Partners Wealth: 1,859,370 shares
    • Focus Partners Advisor Solutions, LLC: 8,175 shares

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

  2. period ended2026-03-31
    13F 1,941,114 shares
    Change vs previous 13F -18,270 shares

    0.69% of the 13F portfolio, value $692,293,525.

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

    • Focus Partners Wealth: 1,932,956 shares
    • Focus Partners Advisor Solutions, LLC: 8,158 shares

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

  3. period ended2025-12-31
    13F 1,959,384 shares
    Change vs previous 13F +214,691 shares

    0.76% of the 13F portfolio, value $731,699,297.

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

    • Focus Partners Wealth: 1,955,205 shares
    • Focus Partners Advisor Solutions, LLC: 4,179 shares

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

  4. period ended2025-09-30
    13F 1,744,693 shares
    Change vs previous 13F +805,659 shares

    0.9% of the 13F portfolio, value $637,683,570.

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

    • Focus Partners Wealth: 1,739,749 shares
    • Focus Partners Advisor Solutions, LLC: 4,944 shares

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

  5. period ended2025-06-30
    13F 939,034 shares
    Change vs previous 13F +16,890 shares

    0.59% of the 13F portfolio, value $318,868,194.

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

    • Focus Partners Wealth: 934,666 shares
    • Focus Partners Advisor Solutions, LLC: 4,368 shares

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

  6. period ended2025-03-31
    13F/A 922,144 shares
    Change vs previous 13F -587 shares

    0.61% of the 13F portfolio, value $282,859,347.

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

    • Focus Partners Wealth: 917,585 shares
    • Focus Partners Advisor Solutions, LLC: 4,559 shares

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

  7. period ended2024-12-31
    13F/A 922,731 shares
    Change vs previous 13F +165,116 shares

    0.67% of the 13F portfolio, value $297,268,710.

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

    • Focus Partners Wealth: 918,403 shares
    • Focus Partners Advisor Solutions, LLC: 4,328 shares

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

  8. period ended2024-09-30
    13F 757,615 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $238,187,704.

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

    • Focus Partners Wealth: 753,274 shares
    • Focus Partners Advisor Solutions, LLC: 4,341 shares

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