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Focus Partners Wealth: IWC position timeline

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

Focus Partners Wealth held 9,212 IWC 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 9,212 shares
    Change vs previous 13F -1,998 shares

    <0.01% of the 13F portfolio, value $1,842,774.

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

    • Focus Partners Wealth: 9,212 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 11,210 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $1,789,427.

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

    • Focus Partners Wealth: 8,195 shares
    • Focus Partners Advisor Solutions, LLC: 3,015 shares

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

  3. period ended2025-12-31
    13F 10,440 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $1,646,597.

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

    • Focus Partners Wealth: 7,425 shares
    • Focus Partners Advisor Solutions, LLC: 3,015 shares

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

  4. period ended2025-09-30
    13F 10,689 shares
    Change vs previous 13F +1,893 shares

    <0.01% of the 13F portfolio, value $1,617,410.

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

    • Focus Partners Wealth: 7,086 shares
    • Focus Partners Advisor Solutions, LLC: 3,603 shares

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

  5. period ended2025-06-30
    13F 8,796 shares
    Change vs previous 13F -911 shares

    <0.01% of the 13F portfolio, value $1,122,850.

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

    • Focus Partners Wealth: 4,899 shares
    • Focus Partners Advisor Solutions, LLC: 3,897 shares

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

  6. period ended2025-03-31
    13F/A 9,707 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $1,076,634.

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

    • Focus Partners Wealth: 5,036 shares
    • Focus Partners Advisor Solutions, LLC: 4,671 shares

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

  7. period ended2024-12-31
    13F/A 8,695 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $1,133,753.

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

    • Focus Partners Wealth: 4,718 shares
    • Focus Partners Advisor Solutions, LLC: 3,977 shares

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

  8. period ended2024-09-30
    13F 8,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,077,146.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,841 shares
    • Focus Partners Advisor Solutions, LLC: 4,893 shares

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