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Focus Partners Wealth: IWY position timeline

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

Focus Partners Wealth held 14,365 IWY 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 14,365 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $4,174,977.

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

    • Focus Partners Wealth: 12,998 shares
    • Focus Partners Advisor Solutions, LLC: 1,367 shares

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

  2. period ended2026-03-31
    13F 13,505 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $3,360,936.

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

    • Focus Partners Wealth: 12,370 shares
    • Focus Partners Advisor Solutions, LLC: 1,135 shares

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

  3. period ended2025-12-31
    13F 13,786 shares
    Change vs previous 13F +4,323 shares

    <0.01% of the 13F portfolio, value $3,810,470.

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

    • Focus Partners Wealth: 12,468 shares
    • Focus Partners Advisor Solutions, LLC: 1,318 shares

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

  4. period ended2025-09-30
    13F 9,463 shares
    Change vs previous 13F -1,318 shares

    <0.01% of the 13F portfolio, value $2,589,821.

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

    • Focus Partners Wealth: 9,463 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 10,781 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $2,657,648.

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

    • Focus Partners Wealth: 9,031 shares
    • Focus Partners Advisor Solutions, LLC: 1,750 shares

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

  6. period ended2025-03-31
    13F/A 10,451 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $2,204,625.

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

    • Focus Partners Wealth: 8,697 shares
    • Focus Partners Advisor Solutions, LLC: 1,754 shares

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

  7. period ended2024-12-31
    13F/A 10,377 shares
    Change vs previous 13F +3,582 shares

    0.01% of the 13F portfolio, value $2,441,375.

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

    • Focus Partners Wealth: 8,746 shares
    • Focus Partners Advisor Solutions, LLC: 1,631 shares

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

  8. period ended2024-09-30
    13F 6,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,495,144.

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

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