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FOCUS Wealth Advisors, LLC: PWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOCUS Wealth Advisors, LLC on PWZ, newest first. How the timeline and the estimate are built.

FOCUS Wealth Advisors, LLC held 43,481 PWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,481 shares
    Change vs previous 13F +98 shares

    0.49% of the 13F portfolio, value $1,065,728.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    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 43,383 shares
    Change vs previous 13F -1,077 shares

    0.51% of the 13F portfolio, value $1,035,544.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
    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 44,460 shares
    Change vs previous 13F +2,124 shares

    0.5% of the 13F portfolio, value $1,074,152.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
    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 42,336 shares
    Change vs previous 13F +2,932 shares

    0.49% of the 13F portfolio, value $1,012,681.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
    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 39,404 shares
    Change vs previous 13F +2,135 shares

    0.48% of the 13F portfolio, value $919,689.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
    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 37,269 shares
    Change vs previous 13F +3,932 shares

    0.49% of the 13F portfolio, value $888,866.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
    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 33,337 shares
    Change vs previous 13F -1,828 shares

    0.44% of the 13F portfolio, value $823,423.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    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 35,165 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $881,934.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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