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Focus Partners Wealth: IWS position timeline

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

Focus Partners Wealth held 275,677 IWS 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 275,677 shares
    Change vs previous 13F +718 shares

    0.04% of the 13F portfolio, value $45,376,836.

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

    • Focus Partners Wealth: 242,638 shares
    • Focus Partners Advisor Solutions, LLC: 33,039 shares

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

  2. period ended2026-03-31
    13F 274,959 shares
    Change vs previous 13F -3,364 shares

    0.04% of the 13F portfolio, value $40,072,649.

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

    • Focus Partners Wealth: 241,074 shares
    • Focus Partners Advisor Solutions, LLC: 33,885 shares

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

  3. period ended2025-12-31
    13F 278,323 shares
    Change vs previous 13F +35,724 shares

    0.04% of the 13F portfolio, value $39,257,295.

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

    • Focus Partners Wealth: 236,511 shares
    • Focus Partners Advisor Solutions, LLC: 41,812 shares

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

  4. period ended2025-09-30
    13F 242,599 shares
    Change vs previous 13F -3,486 shares

    0.05% of the 13F portfolio, value $33,879,768.

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

    • Focus Partners Wealth: 200,196 shares
    • Focus Partners Advisor Solutions, LLC: 42,403 shares

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

  5. period ended2025-06-30
    13F 246,085 shares
    Change vs previous 13F +39,503 shares

    0.06% of the 13F portfolio, value $32,517,852.

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

    • Focus Partners Wealth: 206,898 shares
    • Focus Partners Advisor Solutions, LLC: 39,187 shares

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

  6. period ended2025-03-31
    13F/A 206,582 shares
    Change vs previous 13F -4,288 shares

    0.06% of the 13F portfolio, value $26,023,227.

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

    • Focus Partners Wealth: 166,739 shares
    • Focus Partners Advisor Solutions, LLC: 39,843 shares

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

  7. period ended2024-12-31
    13F/A 210,870 shares
    Change vs previous 13F +193,394 shares

    0.06% of the 13F portfolio, value $27,274,140.

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

    • Focus Partners Wealth: 171,140 shares
    • Focus Partners Advisor Solutions, LLC: 39,730 shares

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

  8. period ended2024-09-30
    13F 17,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,311,374.

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

    • Focus Partners Wealth: 11,085 shares
    • Focus Partners Advisor Solutions, LLC: 6,391 shares

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