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Focus Partners Wealth: IXUS position timeline

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

Focus Partners Wealth held 7,054,074 IXUS 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 7,054,074 shares
    Change vs previous 13F -19,895 shares

    0.62% of the 13F portfolio, value $673,240,843.

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

    • Focus Partners Wealth: 6,980,418 shares
    • Focus Partners Advisor Solutions, LLC: 73,656 shares

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

  2. period ended2026-03-31
    13F 7,073,969 shares
    Change vs previous 13F +327,768 shares

    0.61% of the 13F portfolio, value $612,888,665.

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

    • Focus Partners Wealth: 6,997,022 shares
    • Focus Partners Advisor Solutions, LLC: 76,947 shares

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

  3. period ended2025-12-31
    13F 6,746,201 shares
    Change vs previous 13F -186,441 shares

    0.59% of the 13F portfolio, value $570,581,056.

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

    • Focus Partners Wealth: 6,665,623 shares
    • Focus Partners Advisor Solutions, LLC: 80,578 shares

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

  4. period ended2025-09-30
    13F 6,932,642 shares
    Change vs previous 13F +431,339 shares

    0.81% of the 13F portfolio, value $573,729,048.

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

    • Focus Partners Wealth: 6,874,472 shares
    • Focus Partners Advisor Solutions, LLC: 58,170 shares

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

  5. period ended2025-06-30
    13F 6,501,303 shares
    Change vs previous 13F +471,799 shares

    0.94% of the 13F portfolio, value $502,615,868.

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

    • Focus Partners Wealth: 6,417,776 shares
    • Focus Partners Advisor Solutions, LLC: 83,527 shares

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

  6. period ended2025-03-31
    13F/A 6,029,504 shares
    Change vs previous 13F -162,330 shares

    0.91% of the 13F portfolio, value $420,919,728.

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

    • Focus Partners Wealth: 5,943,570 shares
    • Focus Partners Advisor Solutions, LLC: 85,934 shares

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

  7. period ended2024-12-31
    13F/A 6,191,834 shares
    Change vs previous 13F +299,542 shares

    0.92% of the 13F portfolio, value $409,528,001.

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

    • Focus Partners Wealth: 6,109,849 shares
    • Focus Partners Advisor Solutions, LLC: 81,985 shares

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

  8. period ended2024-09-30
    13F 5,892,292 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $427,957,323.

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

    • Focus Partners Wealth: 5,829,705 shares
    • Focus Partners Advisor Solutions, LLC: 62,587 shares

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