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Focus Partners Wealth: PBR position timeline

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

Focus Partners Wealth held 33,006 PBR 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 33,006 shares
    Change vs previous 13F +6,598 shares

    <0.01% of the 13F portfolio, value $533,591.

    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 26,408 shares
    Change vs previous 13F -17,136 shares

    <0.01% of the 13F portfolio, value $627,186.

    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 43,544 shares
    Change vs previous 13F +10,261 shares

    <0.01% of the 13F portfolio, value $519,270.

    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 33,283 shares
    Change vs previous 13F +14,958 shares

    <0.01% of the 13F portfolio, value $421,456.

    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 18,325 shares
    Change vs previous 13F -2,306 shares

    <0.01% of the 13F portfolio, value $229,296.

    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 20,631 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $295,856.

    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 19,275 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $248,643.

    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 19,007 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,890.

    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).