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Focus Partners Wealth: IYW position timeline

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

Focus Partners Wealth held 345,219 IYW 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 345,219 shares
    Change vs previous 13F +5,191 shares

    0.08% of the 13F portfolio, value $87,074,956.

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

    • Focus Partners Wealth: 328,689 shares
    • Focus Partners Advisor Solutions, LLC: 16,530 shares

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

  2. period ended2026-03-31
    13F 340,028 shares
    Change vs previous 13F +17,773 shares

    0.06% of the 13F portfolio, value $61,685,973.

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

    • Focus Partners Wealth: 324,275 shares
    • Focus Partners Advisor Solutions, LLC: 15,753 shares

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

  3. period ended2025-12-31
    13F 322,255 shares
    Change vs previous 13F +261,645 shares

    0.07% of the 13F portfolio, value $64,347,369.

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

    • Focus Partners Wealth: 312,367 shares
    • Focus Partners Advisor Solutions, LLC: 9,888 shares

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

  4. period ended2025-09-30
    13F 60,610 shares
    Change vs previous 13F +2,102 shares

    0.02% of the 13F portfolio, value $11,900,763.

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

    • Focus Partners Wealth: 56,783 shares
    • Focus Partners Advisor Solutions, LLC: 3,827 shares

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

  5. period ended2025-06-30
    13F 58,508 shares
    Change vs previous 13F +39,747 shares

    0.02% of the 13F portfolio, value $10,137,969.

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

    • Focus Partners Wealth: 52,454 shares
    • Focus Partners Advisor Solutions, LLC: 6,054 shares

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

  6. period ended2025-03-31
    13F/A 18,761 shares
    Change vs previous 13F +2,841 shares

    0.01% of the 13F portfolio, value $2,634,950.

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

    • Focus Partners Wealth: 15,215 shares
    • Focus Partners Advisor Solutions, LLC: 3,546 shares

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

  7. period ended2024-12-31
    13F/A 15,920 shares
    Change vs previous 13F +5,127 shares

    0.01% of the 13F portfolio, value $2,539,643.

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

    • Focus Partners Wealth: 13,620 shares
    • Focus Partners Advisor Solutions, LLC: 2,300 shares

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

  8. period ended2024-09-30
    13F 10,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,636,483.

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

    • Focus Partners Wealth: 8,630 shares
    • Focus Partners Advisor Solutions, LLC: 2,163 shares

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