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Focus Partners Wealth: PCG position timeline

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

Focus Partners Wealth held 3,188,373 PCG 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 3,188,373 shares
    Change vs previous 13F -76,753 shares

    0.05% of the 13F portfolio, value $53,631,423.

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

    • Focus Partners Wealth: 2,947,922 shares
    • Focus Partners Advisor Solutions, LLC: 240,451 shares

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

  2. period ended2026-03-31
    13F 3,265,126 shares
    Change vs previous 13F +615,420 shares

    0.06% of the 13F portfolio, value $57,360,510.

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

    • Focus Partners Wealth: 2,941,405 shares
    • Focus Partners Advisor Solutions, LLC: 323,721 shares

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

  3. period ended2025-12-31
    13F 2,649,706 shares
    Change vs previous 13F +2,194,197 shares

    0.04% of the 13F portfolio, value $42,583,142.

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

    • Focus Partners Wealth: 2,363,645 shares
    • Focus Partners Advisor Solutions, LLC: 286,061 shares

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

  4. period ended2025-09-30
    13F 455,509 shares
    Change vs previous 13F +341,452 shares

    0.01% of the 13F portfolio, value $7,105,994.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 253,554 shares
    • Focus Partners Advisor Solutions, LLC: 201,955 shares

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

  5. period ended2025-06-30
    13F 114,057 shares
    Change vs previous 13F -17,272 shares

    <0.01% of the 13F portfolio, value $1,590,185.

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

    • Focus Partners Wealth: 69,928 shares
    • Focus Partners Advisor Solutions, LLC: 44,129 shares

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

  6. period ended2025-03-31
    13F/A 131,329 shares
    Change vs previous 13F +87,450 shares

    <0.01% of the 13F portfolio, value $2,256,176.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 83,816 shares
    • Focus Partners Advisor Solutions, LLC: 47,513 shares

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

  7. period ended2024-12-31
    13F/A 43,879 shares
    Change vs previous 13F +3,491 shares

    <0.01% of the 13F portfolio, value $885,478.

    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 40,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $798,472.

    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).