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Focus Partners Wealth: PEG position timeline

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

Focus Partners Wealth held 88,934 PEG 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 88,934 shares
    Change vs previous 13F +24,786 shares

    0.01% of the 13F portfolio, value $7,217,762.

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

    • Focus Partners Wealth: 79,476 shares
    • Focus Partners Advisor Solutions, LLC: 9,458 shares

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

  2. period ended2026-03-31
    13F 64,148 shares
    Change vs previous 13F +23,192 shares

    0.01% of the 13F portfolio, value $5,193,081.

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

    • Focus Partners Wealth: 58,505 shares
    • Focus Partners Advisor Solutions, LLC: 5,643 shares

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

  3. period ended2025-12-31
    13F 40,956 shares
    Change vs previous 13F +18,620 shares

    <0.01% of the 13F portfolio, value $3,288,964.

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

    • Focus Partners Wealth: 36,627 shares
    • Focus Partners Advisor Solutions, LLC: 4,329 shares

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

  4. period ended2025-09-30
    13F 22,336 shares
    Change vs previous 13F -9,654 shares

    <0.01% of the 13F portfolio, value $1,864,292.

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

    • Focus Partners Wealth: 22,336 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 31,990 shares
    Change vs previous 13F -9,044 shares

    0.01% of the 13F portfolio, value $2,692,813.

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

    • Focus Partners Wealth: 25,401 shares
    • Focus Partners Advisor Solutions, LLC: 6,589 shares

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

  6. period ended2025-03-31
    13F/A 41,034 shares
    Change vs previous 13F +1,763 shares

    0.01% of the 13F portfolio, value $3,377,359.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,312 shares
    • Focus Partners Advisor Solutions, LLC: 6,722 shares

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

  7. period ended2024-12-31
    13F/A 39,271 shares
    Change vs previous 13F +7,906 shares

    0.01% of the 13F portfolio, value $3,318,059.

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

    • Focus Partners Wealth: 32,287 shares
    • Focus Partners Advisor Solutions, LLC: 6,984 shares

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

  8. period ended2024-09-30
    13F 31,365 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,883,178.

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

    • Focus Partners Wealth: 16,352 shares
    • Focus Partners Advisor Solutions, LLC: 15,013 shares

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