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Disclosery

Focus Partners Wealth: IX position timeline

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

Focus Partners Wealth held 37,940 IX 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 37,940 shares
    Change vs previous 13F +3,357 shares

    <0.01% of the 13F portfolio, value $1,443,294.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 34,583 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,050,644.

    13F-HR 0001542153-26-000015 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).