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Disclosery

Focus Partners Wealth: PDEC position timeline

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

Focus Partners Wealth held 1,082,442 PDEC 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 1,082,442 shares
    Change vs previous 13F -27,202 shares

    0.05% of the 13F portfolio, value $49,673,286.

    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 1,109,644 shares
    Change vs previous 13F -3,127 shares

    0.05% of the 13F portfolio, value $47,159,874.

    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 1,112,771 shares
    Change vs previous 13F +1,068,643 shares

    0.06% of the 13F portfolio, value $48,272,038.

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

    • Focus Partners Wealth: 1,112,771 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 44,128 shares
    Change vs previous 13F +8,747 shares

    <0.01% of the 13F portfolio, value $1,867,499.

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

    • Focus Partners Wealth: 24,656 shares
    • Focus Partners Advisor Solutions, LLC: 19,472 shares

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

  5. period ended2025-06-30
    13F 35,381 shares
    Change vs previous 13F +3,293 shares

    <0.01% of the 13F portfolio, value $1,415,594.

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

    • Focus Partners Wealth: 24,906 shares
    • Focus Partners Advisor Solutions, LLC: 10,475 shares

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

  6. period ended2025-03-31
    13F/A 32,088 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $1,206,509.

    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 32,778 shares
    Change vs previous 13F +19,938 shares

    <0.01% of the 13F portfolio, value $1,259,331.

    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 12,840 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,900.

    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).