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Focus Partners Wealth: IWR position timeline

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

Focus Partners Wealth held 540,973 IWR 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 540,973 shares
    Change vs previous 13F +18,391 shares

    0.05% of the 13F portfolio, value $59,680,113.

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

    • Focus Partners Wealth: 527,777 shares
    • Focus Partners Advisor Solutions, LLC: 13,196 shares

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

  2. period ended2026-03-31
    13F 522,582 shares
    Change vs previous 13F +7,500 shares

    0.05% of the 13F portfolio, value $50,854,072.

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

    • Focus Partners Wealth: 509,881 shares
    • Focus Partners Advisor Solutions, LLC: 12,701 shares

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

  3. period ended2025-12-31
    13F 515,082 shares
    Change vs previous 13F +31,778 shares

    0.05% of the 13F portfolio, value $49,588,180.

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

    • Focus Partners Wealth: 501,958 shares
    • Focus Partners Advisor Solutions, LLC: 13,124 shares

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

  4. period ended2025-09-30
    13F 483,304 shares
    Change vs previous 13F +5,100 shares

    0.07% of the 13F portfolio, value $46,659,579.

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

    • Focus Partners Wealth: 469,591 shares
    • Focus Partners Advisor Solutions, LLC: 13,713 shares

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

  5. period ended2025-06-30
    13F 478,204 shares
    Change vs previous 13F +10,681 shares

    0.08% of the 13F portfolio, value $43,980,481.

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

    • Focus Partners Wealth: 467,506 shares
    • Focus Partners Advisor Solutions, LLC: 10,698 shares

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

  6. period ended2025-03-31
    13F/A 467,523 shares
    Change vs previous 13F +1,742 shares

    0.09% of the 13F portfolio, value $39,772,323.

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

    • Focus Partners Wealth: 455,955 shares
    • Focus Partners Advisor Solutions, LLC: 11,568 shares

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

  7. period ended2024-12-31
    13F/A 465,781 shares
    Change vs previous 13F +51,579 shares

    0.09% of the 13F portfolio, value $41,175,146.

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

    • Focus Partners Wealth: 457,598 shares
    • Focus Partners Advisor Solutions, LLC: 8,183 shares

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

  8. period ended2024-09-30
    13F 414,202 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $36,507,805.

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

    • Focus Partners Wealth: 408,083 shares
    • Focus Partners Advisor Solutions, LLC: 6,119 shares

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