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Disclosery

Focus Partners Wealth: PB position timeline

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

Focus Partners Wealth held 47,115 PB 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 47,115 shares
    Change vs previous 13F +3,180 shares

    <0.01% of the 13F portfolio, value $3,441,458.

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

    • Focus Partners Wealth: 33,412 shares
    • Focus Partners Advisor Solutions, LLC: 13,703 shares

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

  2. period ended2026-03-31
    13F 43,935 shares
    Change vs previous 13F +11,389 shares

    <0.01% of the 13F portfolio, value $2,951,805.

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

    • Focus Partners Wealth: 25,876 shares
    • Focus Partners Advisor Solutions, LLC: 18,059 shares

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

  3. period ended2025-12-31
    13F 32,546 shares
    Change vs previous 13F +10,065 shares

    <0.01% of the 13F portfolio, value $2,249,506.

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

    • Focus Partners Wealth: 17,632 shares
    • Focus Partners Advisor Solutions, LLC: 14,914 shares

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

  4. period ended2025-09-30
    13F 22,481 shares
    Change vs previous 13F +13,070 shares

    <0.01% of the 13F portfolio, value $1,496,344.

    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: 10,606 shares
    • Focus Partners Advisor Solutions, LLC: 11,875 shares

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

  5. period ended2025-06-30
    13F 9,411 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $661,149.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,088 shares
    • Focus Partners Advisor Solutions, LLC: 5,323 shares

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