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Focus Partners Wealth: IWO position timeline

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

Focus Partners Wealth held 118,061 IWO 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 118,061 shares
    Change vs previous 13F +5,073 shares

    0.04% of the 13F portfolio, value $46,512,299.

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

    • Focus Partners Wealth: 112,606 shares
    • Focus Partners Advisor Solutions, LLC: 5,455 shares

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

  2. period ended2026-03-31
    13F 112,988 shares
    Change vs previous 13F -5,093 shares

    0.04% of the 13F portfolio, value $35,454,184.

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

    • Focus Partners Wealth: 108,191 shares
    • Focus Partners Advisor Solutions, LLC: 4,797 shares

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

  3. period ended2025-12-31
    13F 118,081 shares
    Change vs previous 13F +35,430 shares

    0.04% of the 13F portfolio, value $38,141,325.

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

    • Focus Partners Wealth: 110,423 shares
    • Focus Partners Advisor Solutions, LLC: 7,658 shares

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

  4. period ended2025-09-30
    13F 82,651 shares
    Change vs previous 13F +7,866 shares

    0.04% of the 13F portfolio, value $26,495,091.

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

    • Focus Partners Wealth: 74,380 shares
    • Focus Partners Advisor Solutions, LLC: 8,271 shares

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

  5. period ended2025-06-30
    13F 74,785 shares
    Change vs previous 13F +475 shares

    0.04% of the 13F portfolio, value $21,378,021.

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

    • Focus Partners Wealth: 68,292 shares
    • Focus Partners Advisor Solutions, LLC: 6,493 shares

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

  6. period ended2025-03-31
    13F/A 74,310 shares
    Change vs previous 13F -58,363 shares

    0.04% of the 13F portfolio, value $18,988,849.

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

    • Focus Partners Wealth: 68,325 shares
    • Focus Partners Advisor Solutions, LLC: 5,985 shares

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

  7. period ended2024-12-31
    13F/A 132,673 shares
    Change vs previous 13F +119,233 shares

    0.09% of the 13F portfolio, value $38,186,333.

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

    • Focus Partners Wealth: 127,655 shares
    • Focus Partners Advisor Solutions, LLC: 5,018 shares

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

  8. period ended2024-09-30
    13F 13,440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,817,751.

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

    • Focus Partners Wealth: 11,759 shares
    • Focus Partners Advisor Solutions, LLC: 1,681 shares

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