Skip to content
Disclosery

Focus Partners Wealth: IWF position timeline

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

Focus Partners Wealth held 5,448,584 IWF 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 5,448,584 shares
    Change vs previous 13F +4,059,466 shares

    0.62% of the 13F portfolio, value $676,550,874.

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

    • Focus Partners Wealth: 5,259,237 shares
    • Focus Partners Advisor Solutions, LLC: 189,347 shares

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

  2. period ended2026-03-31
    13F 1,389,118 shares
    Change vs previous 13F -564,509 shares

    0.59% of the 13F portfolio, value $590,728,123.

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

    • Focus Partners Wealth: 1,341,813 shares
    • Focus Partners Advisor Solutions, LLC: 47,305 shares

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

  3. period ended2025-12-31
    13F 1,953,627 shares
    Change vs previous 13F +602,487 shares

    0.96% of the 13F portfolio, value $924,554,590.

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

    • Focus Partners Wealth: 1,908,493 shares
    • Focus Partners Advisor Solutions, LLC: 45,134 shares

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

  4. period ended2025-09-30
    13F 1,351,140 shares
    Change vs previous 13F +571,731 shares

    0.89% of the 13F portfolio, value $633,130,727.

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

    • Focus Partners Wealth: 1,324,870 shares
    • Focus Partners Advisor Solutions, LLC: 26,270 shares

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

  5. period ended2025-06-30
    13F 779,409 shares
    Change vs previous 13F -39,917 shares

    0.62% of the 13F portfolio, value $330,921,693.

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

    • Focus Partners Wealth: 756,869 shares
    • Focus Partners Advisor Solutions, LLC: 22,540 shares

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

  6. period ended2025-03-31
    13F/A 819,326 shares
    Change vs previous 13F -12,417 shares

    0.64% of the 13F portfolio, value $295,851,298.

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

    • Focus Partners Wealth: 791,207 shares
    • Focus Partners Advisor Solutions, LLC: 28,119 shares

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

  7. period ended2024-12-31
    13F/A 831,743 shares
    Change vs previous 13F +544,541 shares

    0.75% of the 13F portfolio, value $334,012,442.

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

    • Focus Partners Wealth: 805,185 shares
    • Focus Partners Advisor Solutions, LLC: 26,558 shares

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

  8. period ended2024-09-30
    13F 287,202 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $107,810,342.

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

    • Focus Partners Wealth: 276,363 shares
    • Focus Partners Advisor Solutions, LLC: 10,839 shares

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