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Focus Partners Wealth: PAA position timeline

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

Focus Partners Wealth held 660,898 PAA 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 660,898 shares
    Change vs previous 13F +6,632 shares

    0.02% of the 13F portfolio, value $14,711,599.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 654,266 shares
    Change vs previous 13F -3,420 shares

    0.02% of the 13F portfolio, value $14,609,775.

    13F-HR 0001542153-26-000015 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).

  3. period ended2025-12-31
    13F 657,686 shares
    Change vs previous 13F +622,070 shares

    0.01% of the 13F portfolio, value $11,812,068.

    13F-HR 0001542153-26-000005 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).

  4. period ended2025-09-30
    13F 35,616 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $607,621.

    13F-HR 0001542153-25-000006 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).

  5. period ended2025-06-30
    13F 35,604 shares
    Change vs previous 13F +1,454 shares

    <0.01% of the 13F portfolio, value $652,261.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 34,150 shares
    Change vs previous 13F -4,142 shares

    <0.01% of the 13F portfolio, value $682,994.

    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).

  7. period ended2024-12-31
    13F/A 38,292 shares
    Change vs previous 13F -4,228 shares

    <0.01% of the 13F portfolio, value $654,048.

    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 42,520 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $738,572.

    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).