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Focus Partners Wealth: IWP position timeline

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

Focus Partners Wealth held 680,748 IWP 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 680,748 shares
    Change vs previous 13F -19,697 shares

    0.09% of the 13F portfolio, value $99,668,527.

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

    • Focus Partners Wealth: 636,878 shares
    • Focus Partners Advisor Solutions, LLC: 43,870 shares

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

  2. period ended2026-03-31
    13F 700,445 shares
    Change vs previous 13F -3,298 shares

    0.09% of the 13F portfolio, value $89,778,790.

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

    • Focus Partners Wealth: 657,827 shares
    • Focus Partners Advisor Solutions, LLC: 42,618 shares

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

  3. period ended2025-12-31
    13F 703,743 shares
    Change vs previous 13F +78,098 shares

    0.1% of the 13F portfolio, value $96,404,362.

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

    • Focus Partners Wealth: 652,159 shares
    • Focus Partners Advisor Solutions, LLC: 51,584 shares

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

  4. period ended2025-09-30
    13F 625,645 shares
    Change vs previous 13F +144,351 shares

    0.13% of the 13F portfolio, value $89,092,759.

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

    • Focus Partners Wealth: 571,828 shares
    • Focus Partners Advisor Solutions, LLC: 53,817 shares

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

  5. period ended2025-06-30
    13F 481,294 shares
    Change vs previous 13F -9,745 shares

    0.12% of the 13F portfolio, value $66,745,937.

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

    • Focus Partners Wealth: 431,338 shares
    • Focus Partners Advisor Solutions, LLC: 49,956 shares

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

  6. period ended2025-03-31
    13F/A 491,039 shares
    Change vs previous 13F +2,398 shares

    0.12% of the 13F portfolio, value $57,692,231.

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

    • Focus Partners Wealth: 439,533 shares
    • Focus Partners Advisor Solutions, LLC: 51,506 shares

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

  7. period ended2024-12-31
    13F/A 488,641 shares
    Change vs previous 13F +420,354 shares

    0.14% of the 13F portfolio, value $61,935,443.

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

    • Focus Partners Wealth: 436,239 shares
    • Focus Partners Advisor Solutions, LLC: 52,402 shares

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

  8. period ended2024-09-30
    13F 68,287 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,009,677.

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

    • Focus Partners Wealth: 56,535 shares
    • Focus Partners Advisor Solutions, LLC: 11,752 shares

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