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Disclosery

Focus Financial Network, Inc.: PFM position timeline

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

Focus Financial Network, Inc. held 113,600 PFM 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 113,600 shares
    Change vs previous 13F +326 shares

    0.19% of the 13F portfolio, value $6,299,605.

    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 113,274 shares
    Change vs previous 13F -201 shares

    0.21% of the 13F portfolio, value $5,787,403.

    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 113,475 shares
    Change vs previous 13F +259 shares

    0.2% of the 13F portfolio, value $5,844,504.

    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 113,216 shares
    Change vs previous 13F -162 shares

    0.2% of the 13F portfolio, value $5,744,847.

    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 113,378 shares
    Change vs previous 13F +459 shares

    0.22% of the 13F portfolio, value $5,461,430.

    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 112,919 shares
    Change vs previous 13F +391 shares

    0.21% of the 13F portfolio, value $5,169,429.

    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 112,528 shares
    Change vs previous 13F -4,449 shares

    0.21% of the 13F portfolio, value $5,160,522.

    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 116,977 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,445,301.

    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).