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Disclosery

Focus Partners Wealth: PCTY position timeline

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

Focus Partners Wealth held 64,757 PCTY 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 64,757 shares
    Change vs previous 13F +29,935 shares

    0.01% of the 13F portfolio, value $6,769,798.

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

    • Focus Partners Wealth: 56,407 shares
    • Focus Partners Advisor Solutions, LLC: 8,350 shares

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

  2. period ended2026-03-31
    13F 34,822 shares
    Change vs previous 13F +10,847 shares

    <0.01% of the 13F portfolio, value $3,736,040.

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

    • Focus Partners Wealth: 30,084 shares
    • Focus Partners Advisor Solutions, LLC: 4,738 shares

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

  3. period ended2025-12-31
    13F 23,975 shares
    Change vs previous 13F +13,851 shares

    <0.01% of the 13F portfolio, value $3,656,190.

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

    • Focus Partners Wealth: 20,702 shares
    • Focus Partners Advisor Solutions, LLC: 3,273 shares

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

  4. period ended2025-09-30
    13F 10,124 shares
    Change vs previous 13F +5,535 shares

    <0.01% of the 13F portfolio, value $1,592,544.

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

    • Focus Partners Wealth: 8,131 shares
    • Focus Partners Advisor Solutions, LLC: 1,993 shares

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

  5. period ended2025-06-30
    13F 4,589 shares
    Change vs previous 13F +3,224 shares

    <0.01% of the 13F portfolio, value $831,385.

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

    • Focus Partners Wealth: 3,176 shares
    • Focus Partners Advisor Solutions, LLC: 1,413 shares

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

  6. period ended2025-03-31
    13F/A 1,365 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $255,719.

    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 1,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,619.

    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).