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Focus Partners Wealth: IYF position timeline

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

Focus Partners Wealth held 4,675 IYF 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 4,675 shares
    Change vs previous 13F -914 shares

    <0.01% of the 13F portfolio, value $596,110.

    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 5,589 shares
    Change vs previous 13F -23,947 shares

    <0.01% of the 13F portfolio, value $657,602.

    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).

  3. period ended2025-12-31
    13F 29,536 shares
    Change vs previous 13F +25,181 shares

    <0.01% of the 13F portfolio, value $3,808,033.

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

    • Focus Partners Wealth: 29,536 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 4,355 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $550,197.

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

    • Focus Partners Wealth: 2,641 shares
    • Focus Partners Advisor Solutions, LLC: 1,714 shares

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

  5. period ended2025-06-30
    13F 2,238 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $270,776.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 2,093 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $236,195.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 1,928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,198.

    13F-HR/A 0001085146-25-003414 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).