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Focus Partners Wealth: IYG position timeline

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

Focus Partners Wealth held 25,716 IYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,716 shares
    Change vs previous 13F +2,583 shares

    <0.01% of the 13F portfolio, value $2,326,546.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,989 shares
    • Focus Partners Advisor Solutions, LLC: 17,727 shares

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

  2. period ended2026-03-31
    13F 23,133 shares
    Change vs previous 13F +829 shares

    <0.01% of the 13F portfolio, value $1,916,371.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,383 shares
    • Focus Partners Advisor Solutions, LLC: 15,750 shares

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

  3. period ended2025-12-31
    13F 22,304 shares
    Change vs previous 13F +16,253 shares

    <0.01% of the 13F portfolio, value $2,057,544.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,344 shares
    • Focus Partners Advisor Solutions, LLC: 15,960 shares

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

  4. period ended2025-09-30
    13F 6,051 shares
    Change vs previous 13F -775 shares

    <0.01% of the 13F portfolio, value $542,412.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 6,826 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $584,306.

    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 6,826 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $536,183.

    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 6,141 shares
    Change vs previous 13F +2,323 shares

    <0.01% of the 13F portfolio, value $477,871.

    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).

  8. period ended2024-09-30
    13F 3,818 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,154.

    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).