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Focus Partners Wealth: IWL position timeline

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

Focus Partners Wealth held 42,602 IWL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,602 shares
    Change vs previous 13F +14,465 shares

    0.01% of the 13F portfolio, value $7,879,321.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,537 shares
    • Focus Partners Advisor Solutions, LLC: 35,065 shares

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

  2. period ended2026-03-31
    13F 28,137 shares
    Change vs previous 13F +7,445 shares

    <0.01% of the 13F portfolio, value $4,515,429.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,037 shares
    • Focus Partners Advisor Solutions, LLC: 20,100 shares

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

  3. period ended2025-12-31
    13F 20,692 shares
    Change vs previous 13F -3,040 shares

    <0.01% of the 13F portfolio, value $3,530,798.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,115 shares
    • Focus Partners Advisor Solutions, LLC: 13,577 shares

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

  4. period ended2025-09-30
    13F 23,732 shares
    Change vs previous 13F +18,276 shares

    0.01% of the 13F portfolio, value $4,021,658.

    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: 5,765 shares
    • Focus Partners Advisor Solutions, LLC: 17,967 shares

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

  5. period ended2025-06-30
    13F 5,456 shares
    Change vs previous 13F +2,080 shares

    <0.01% of the 13F portfolio, value $835,423.

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

    • Focus Partners Wealth: 3,507 shares
    • Focus Partners Advisor Solutions, LLC: 1,949 shares

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

  6. period ended2025-03-31
    13F/A 3,376 shares
    Change vs previous 13F -660 shares

    <0.01% of the 13F portfolio, value $463,896.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 4,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $584,050.

    13F-HR/A 0001085146-25-003414 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).