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Focus Partners Wealth: IWD position timeline

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

Focus Partners Wealth held 1,437,113 IWD 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 1,437,113 shares
    Change vs previous 13F +4,956 shares

    0.32% of the 13F portfolio, value $348,399,634.

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

    • Focus Partners Wealth: 1,416,627 shares
    • Focus Partners Advisor Solutions, LLC: 20,486 shares

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

  2. period ended2026-03-31
    13F 1,432,157 shares
    Change vs previous 13F -121 shares

    0.31% of the 13F portfolio, value $306,135,519.

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

    • Focus Partners Wealth: 1,414,270 shares
    • Focus Partners Advisor Solutions, LLC: 17,887 shares

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

  3. period ended2025-12-31
    13F 1,432,278 shares
    Change vs previous 13F +845,317 shares

    0.31% of the 13F portfolio, value $301,247,981.

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

    • Focus Partners Wealth: 1,412,808 shares
    • Focus Partners Advisor Solutions, LLC: 19,470 shares

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

  4. period ended2025-09-30
    13F 586,961 shares
    Change vs previous 13F +71,318 shares

    0.17% of the 13F portfolio, value $119,531,792.

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

    • Focus Partners Wealth: 561,038 shares
    • Focus Partners Advisor Solutions, LLC: 25,923 shares

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

  5. period ended2025-06-30
    13F 515,643 shares
    Change vs previous 13F +14,533 shares

    0.19% of the 13F portfolio, value $100,153,716.

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

    • Focus Partners Wealth: 496,100 shares
    • Focus Partners Advisor Solutions, LLC: 19,543 shares

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

  6. period ended2025-03-31
    13F/A 501,110 shares
    Change vs previous 13F +4,842 shares

    0.2% of the 13F portfolio, value $94,289,468.

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

    • Focus Partners Wealth: 476,848 shares
    • Focus Partners Advisor Solutions, LLC: 24,262 shares

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

  7. period ended2024-12-31
    13F/A 496,268 shares
    Change vs previous 13F +318,607 shares

    0.21% of the 13F portfolio, value $91,874,706.

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

    • Focus Partners Wealth: 476,630 shares
    • Focus Partners Advisor Solutions, LLC: 19,638 shares

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

  8. period ended2024-09-30
    13F 177,661 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $33,720,505.

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

    • Focus Partners Wealth: 159,264 shares
    • Focus Partners Advisor Solutions, LLC: 18,397 shares

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