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Focus Partners Wealth: IYR position timeline

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

Focus Partners Wealth held 123,514 IYR 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 123,514 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $12,629,277.

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

    • Focus Partners Wealth: 123,514 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 122,974 shares
    Change vs previous 13F +594 shares

    0.01% of the 13F portfolio, value $11,628,560.

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

    • Focus Partners Wealth: 120,362 shares
    • Focus Partners Advisor Solutions, LLC: 2,612 shares

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

  3. period ended2025-12-31
    13F 122,380 shares
    Change vs previous 13F +59,364 shares

    0.01% of the 13F portfolio, value $11,490,252.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 63,016 shares
    Change vs previous 13F +13,612 shares

    0.01% of the 13F portfolio, value $6,117,637.

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

    • Focus Partners Wealth: 63,016 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 49,404 shares
    Change vs previous 13F +3,571 shares

    0.01% of the 13F portfolio, value $4,682,093.

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

    • Focus Partners Wealth: 46,693 shares
    • Focus Partners Advisor Solutions, LLC: 2,711 shares

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

  6. period ended2025-03-31
    13F/A 45,833 shares
    Change vs previous 13F +5,257 shares

    0.01% of the 13F portfolio, value $4,388,611.

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

    • Focus Partners Wealth: 43,232 shares
    • Focus Partners Advisor Solutions, LLC: 2,601 shares

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

  7. period ended2024-12-31
    13F/A 40,576 shares
    Change vs previous 13F +14,622 shares

    0.01% of the 13F portfolio, value $3,776,146.

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

    • Focus Partners Wealth: 38,363 shares
    • Focus Partners Advisor Solutions, LLC: 2,213 shares

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

  8. period ended2024-09-30
    13F 25,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,643,933.

    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).