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Disclosery

Focus Partners Wealth: P position timeline

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

Focus Partners Wealth held 40,321 P 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 40,321 shares
    Change vs previous 13F -51,712 shares

    <0.01% of the 13F portfolio, value $3,176,988.

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

    • Focus Partners Wealth: 35,011 shares
    • Focus Partners Advisor Solutions, LLC: 5,310 shares

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

  2. period ended2026-03-31
    13F 92,033 shares
    Change vs previous 13F -94,580 shares

    0.01% of the 13F portfolio, value $5,433,561.

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

    • Focus Partners Wealth: 81,239 shares
    • Focus Partners Advisor Solutions, LLC: 10,794 shares

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

  3. period ended2025-12-31
    13F 186,613 shares
    Change vs previous 13F +161,128 shares

    0.01% of the 13F portfolio, value $12,504,940.

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

    • Focus Partners Wealth: 176,957 shares
    • Focus Partners Advisor Solutions, LLC: 9,656 shares

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

  4. period ended2025-09-30
    13F 25,485 shares
    Change vs previous 13F +11,772 shares

    <0.01% of the 13F portfolio, value $2,220,870.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,080 shares
    • Focus Partners Advisor Solutions, LLC: 13,405 shares

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

  5. period ended2025-06-30
    13F 13,713 shares
    Change vs previous 13F +13,713 shares

    <0.01% of the 13F portfolio, value $789,122.

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

    • Focus Partners Wealth: 8,213 shares
    • Focus Partners Advisor Solutions, LLC: 5,500 shares

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

  6. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -8,838 shares

    13F-HR/A 0001085146-25-003391 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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F/A 8,838 shares
    Change vs previous 13F +8,838 shares

    <0.01% of the 13F portfolio, value $542,919.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.