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Focus Partners Wealth: IWN position timeline

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

Focus Partners Wealth held 387,261 IWN 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 387,261 shares
    Change vs previous 13F -8,339 shares

    0.08% of the 13F portfolio, value $85,662,383.

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

    • Focus Partners Wealth: 329,024 shares
    • Focus Partners Advisor Solutions, LLC: 58,237 shares

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

  2. period ended2026-03-31
    13F 395,600 shares
    Change vs previous 13F -4,875 shares

    0.08% of the 13F portfolio, value $74,999,824.

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

    • Focus Partners Wealth: 339,189 shares
    • Focus Partners Advisor Solutions, LLC: 56,411 shares

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

  3. period ended2025-12-31
    13F 400,475 shares
    Change vs previous 13F +101,379 shares

    0.08% of the 13F portfolio, value $72,566,057.

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

    • Focus Partners Wealth: 340,890 shares
    • Focus Partners Advisor Solutions, LLC: 59,585 shares

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

  4. period ended2025-09-30
    13F 299,096 shares
    Change vs previous 13F +47,616 shares

    0.07% of the 13F portfolio, value $52,884,366.

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

    • Focus Partners Wealth: 272,376 shares
    • Focus Partners Advisor Solutions, LLC: 26,720 shares

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

  5. period ended2025-06-30
    13F 251,480 shares
    Change vs previous 13F -970 shares

    0.07% of the 13F portfolio, value $39,673,507.

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

    • Focus Partners Wealth: 197,505 shares
    • Focus Partners Advisor Solutions, LLC: 53,975 shares

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

  6. period ended2025-03-31
    13F/A 252,450 shares
    Change vs previous 13F -60,758 shares

    0.08% of the 13F portfolio, value $38,114,964.

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

    • Focus Partners Wealth: 197,397 shares
    • Focus Partners Advisor Solutions, LLC: 55,053 shares

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

  7. period ended2024-12-31
    13F/A 313,208 shares
    Change vs previous 13F +169,459 shares

    0.12% of the 13F portfolio, value $51,419,640.

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

    • Focus Partners Wealth: 260,462 shares
    • Focus Partners Advisor Solutions, LLC: 52,746 shares

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

  8. period ended2024-09-30
    13F 143,749 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,980,383.

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

    • Focus Partners Wealth: 110,263 shares
    • Focus Partners Advisor Solutions, LLC: 33,486 shares

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