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Disclosery

Focus Partners Wealth: PECO position timeline

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

Focus Partners Wealth held 29,983 PECO 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 29,983 shares
    Change vs previous 13F +781 shares

    <0.01% of the 13F portfolio, value $1,247,899.

    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 29,202 shares
    Change vs previous 13F +894 shares

    <0.01% of the 13F portfolio, value $1,092,839.

    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 28,308 shares
    Change vs previous 13F +1,153 shares

    <0.01% of the 13F portfolio, value $1,007,027.

    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 27,155 shares
    Change vs previous 13F -2,273 shares

    <0.01% of the 13F portfolio, value $932,231.

    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 29,428 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $1,030,862.

    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 29,297 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $1,069,048.

    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 29,301 shares
    Change vs previous 13F -15,210 shares

    <0.01% of the 13F portfolio, value $1,097,616.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,301 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 44,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,678,510.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,200 shares
    • Focus Partners Advisor Solutions, LLC: 5,311 shares

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