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Disclosery

Focus Partners Wealth: PDM position timeline

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

Focus Partners Wealth held 141,572 PDM 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 141,572 shares
    Change vs previous 13F +1,170 shares

    <0.01% of the 13F portfolio, value $1,295,386.

    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 140,402 shares
    Change vs previous 13F -12,634 shares

    <0.01% of the 13F portfolio, value $941,023.

    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 153,036 shares
    Change vs previous 13F +136,295 shares

    <0.01% of the 13F portfolio, value $1,276,321.

    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 16,741 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $150,669.

    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 17,247 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,731.

    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).