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Focus Partners Wealth: IYH position timeline

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

Focus Partners Wealth held 27,242 IYH 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 27,242 shares
    Change vs previous 13F +5,636 shares

    <0.01% of the 13F portfolio, value $1,825,547.

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

    • Focus Partners Wealth: 22,802 shares
    • Focus Partners Advisor Solutions, LLC: 4,440 shares

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

  2. period ended2026-03-31
    13F 21,606 shares
    Change vs previous 13F -3,431 shares

    <0.01% of the 13F portfolio, value $1,331,853.

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

    • Focus Partners Wealth: 17,166 shares
    • Focus Partners Advisor Solutions, LLC: 4,440 shares

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

  3. period ended2025-12-31
    13F 25,037 shares
    Change vs previous 13F +4,818 shares

    <0.01% of the 13F portfolio, value $1,629,981.

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

    • Focus Partners Wealth: 20,221 shares
    • Focus Partners Advisor Solutions, LLC: 4,816 shares

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

  4. period ended2025-09-30
    13F 20,219 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $1,190,708.

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

    • Focus Partners Wealth: 15,175 shares
    • Focus Partners Advisor Solutions, LLC: 5,044 shares

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

  5. period ended2025-06-30
    13F 19,281 shares
    Change vs previous 13F +5,752 shares

    <0.01% of the 13F portfolio, value $1,089,032.

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

    • Focus Partners Wealth: 13,301 shares
    • Focus Partners Advisor Solutions, LLC: 5,980 shares

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

  6. period ended2025-03-31
    13F/A 13,529 shares
    Change vs previous 13F +850 shares

    <0.01% of the 13F portfolio, value $823,784.

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

    • Focus Partners Wealth: 8,810 shares
    • Focus Partners Advisor Solutions, LLC: 4,719 shares

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

  7. period ended2024-12-31
    13F/A 12,679 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $738,853.

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

    • Focus Partners Wealth: 8,583 shares
    • Focus Partners Advisor Solutions, LLC: 4,096 shares

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

  8. period ended2024-09-30
    13F 12,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $789,975.

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

    • Focus Partners Wealth: 6,479 shares
    • Focus Partners Advisor Solutions, LLC: 5,674 shares

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