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Disclosery

Focus Financial Network, Inc.: PDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on PDI, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 133,608 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,608 shares
    Change vs previous 13F +30,753 shares

    0.07% of the 13F portfolio, value $2,259,168.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    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 102,855 shares
    Change vs previous 13F +3,109 shares

    0.06% of the 13F portfolio, value $1,782,361.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    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 99,746 shares
    Change vs previous 13F +3,666 shares

    0.06% of the 13F portfolio, value $1,788,334.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    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 96,080 shares
    Change vs previous 13F +10,494 shares

    0.07% of the 13F portfolio, value $1,922,961.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    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 85,586 shares
    Change vs previous 13F +9,016 shares

    0.06% of the 13F portfolio, value $1,641,990.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    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 76,570 shares
    Change vs previous 13F +3,662 shares

    0.06% of the 13F portfolio, value $1,532,870.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    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 72,908 shares
    Change vs previous 13F +5,779 shares

    0.05% of the 13F portfolio, value $1,337,124.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    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 67,129 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,375,504.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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