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Disclosery

Focus Partners Wealth: PDP position timeline

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

Focus Partners Wealth held 13,601 PDP 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 13,601 shares
    Change vs previous 13F -1,045 shares

    <0.01% of the 13F portfolio, value $2,063,684.

    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 14,646 shares
    Change vs previous 13F -1,326 shares

    <0.01% of the 13F portfolio, value $1,768,422.

    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 15,972 shares
    Change vs previous 13F +6,581 shares

    <0.01% of the 13F portfolio, value $1,859,210.

    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 9,391 shares
    Change vs previous 13F -3,806 shares

    <0.01% of the 13F portfolio, value $1,108,652.

    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 13,197 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $1,433,062.

    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 13,007 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $1,300,440.

    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 13,599 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $1,463,388.

    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 13,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,404,542.

    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).