Skip to content
Disclosery

Focus Partners Wealth: IWM position timeline

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

Focus Partners Wealth held 522,651 IWM 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 522,651 shares
    Change vs previous 13F -89,349 shares

    0.14% of the 13F portfolio, value $157,030,904.

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

    • Focus Partners Wealth: 499,146 shares
    • Focus Partners Advisor Solutions, LLC: 23,505 shares

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

  2. period ended2026-03-31
    13F 612,000 shares
    Change vs previous 13F -9,404 shares

    0.15% of the 13F portfolio, value $152,206,104.

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

    • Focus Partners Wealth: 584,668 shares
    • Focus Partners Advisor Solutions, LLC: 27,332 shares

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

  3. period ended2025-12-31
    13F 621,404 shares
    Change vs previous 13F +193,656 shares

    0.16% of the 13F portfolio, value $152,795,027.

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

    • Focus Partners Wealth: 594,390 shares
    • Focus Partners Advisor Solutions, LLC: 27,014 shares

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

  4. period ended2025-09-30
    13F 427,748 shares
    Change vs previous 13F +27,384 shares

    0.15% of the 13F portfolio, value $103,551,161.

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

    • Focus Partners Wealth: 403,595 shares
    • Focus Partners Advisor Solutions, LLC: 24,153 shares

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

  5. period ended2025-06-30
    13F 400,364 shares
    Change vs previous 13F +28,094 shares

    0.16% of the 13F portfolio, value $86,394,579.

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

    • Focus Partners Wealth: 376,321 shares
    • Focus Partners Advisor Solutions, LLC: 24,043 shares

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

  6. period ended2025-03-31
    13F/A 372,270 shares
    Change vs previous 13F -44,896 shares

    0.16% of the 13F portfolio, value $74,264,728.

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

    • Focus Partners Wealth: 348,723 shares
    • Focus Partners Advisor Solutions, LLC: 23,547 shares

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

  7. period ended2024-12-31
    13F/A 417,166 shares
    Change vs previous 13F +25,737 shares

    0.21% of the 13F portfolio, value $92,178,107.

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

    • Focus Partners Wealth: 396,696 shares
    • Focus Partners Advisor Solutions, LLC: 20,470 shares

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

  8. period ended2024-09-30
    13F 391,429 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $86,463,459.

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

    • Focus Partners Wealth: 372,305 shares
    • Focus Partners Advisor Solutions, LLC: 19,124 shares

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