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Focus Partners Wealth: IWV position timeline

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

Focus Partners Wealth held 451,480 IWV 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 451,480 shares
    Change vs previous 13F +86,073 shares

    0.18% of the 13F portfolio, value $192,512,309.

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

    • Focus Partners Wealth: 440,213 shares
    • Focus Partners Advisor Solutions, LLC: 11,267 shares

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

  2. period ended2026-03-31
    13F 365,407 shares
    Change vs previous 13F -10,280 shares

    0.14% of the 13F portfolio, value $135,447,814.

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

    • Focus Partners Wealth: 360,403 shares
    • Focus Partners Advisor Solutions, LLC: 5,004 shares

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

  3. period ended2025-12-31
    13F 375,687 shares
    Change vs previous 13F +15,902 shares

    0.15% of the 13F portfolio, value $145,334,870.

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

    • Focus Partners Wealth: 364,394 shares
    • Focus Partners Advisor Solutions, LLC: 11,293 shares

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

  4. period ended2025-09-30
    13F 359,785 shares
    Change vs previous 13F -17,855 shares

    0.19% of the 13F portfolio, value $136,492,934.

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

    • Focus Partners Wealth: 342,759 shares
    • Focus Partners Advisor Solutions, LLC: 17,026 shares

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

  5. period ended2025-06-30
    13F 377,640 shares
    Change vs previous 13F +323 shares

    0.25% of the 13F portfolio, value $132,551,959.

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

    • Focus Partners Wealth: 365,099 shares
    • Focus Partners Advisor Solutions, LLC: 12,541 shares

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

  6. period ended2025-03-31
    13F/A 377,317 shares
    Change vs previous 13F -3,146 shares

    0.26% of the 13F portfolio, value $119,851,402.

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

    • Focus Partners Wealth: 364,681 shares
    • Focus Partners Advisor Solutions, LLC: 12,636 shares

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

  7. period ended2024-12-31
    13F/A 380,463 shares
    Change vs previous 13F -6,788 shares

    0.29% of the 13F portfolio, value $127,170,476.

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

    • Focus Partners Wealth: 371,027 shares
    • Focus Partners Advisor Solutions, LLC: 9,436 shares

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

  8. period ended2024-09-30
    13F 387,251 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $126,526,907.

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

    • Focus Partners Wealth: 373,497 shares
    • Focus Partners Advisor Solutions, LLC: 13,754 shares

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