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Focus Partners Wealth: PEGA position timeline

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

Focus Partners Wealth held 0 PEGA 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 0 shares
    Change vs previous 13F -28,513 shares

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

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 28,513 shares
    Change vs previous 13F +479 shares

    <0.01% of the 13F portfolio, value $1,213,845.

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

    • Focus Partners Wealth: 18,743 shares
    • Focus Partners Advisor Solutions, LLC: 9,770 shares

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

  3. period ended2025-12-31
    13F 28,034 shares
    Change vs previous 13F -5,237 shares

    <0.01% of the 13F portfolio, value $1,674,254.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,861 shares
    • Focus Partners Advisor Solutions, LLC: 14,173 shares

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

  4. period ended2025-09-30
    13F 33,271 shares
    Change vs previous 13F +3,354 shares

    <0.01% of the 13F portfolio, value $1,937,683.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,838 shares
    • Focus Partners Advisor Solutions, LLC: 17,433 shares

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

  5. period ended2025-06-30
    13F 29,917 shares
    Change vs previous 13F +20,632 shares

    <0.01% of the 13F portfolio, value $1,618,862.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,330 shares
    • Focus Partners Advisor Solutions, LLC: 15,587 shares

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

  6. period ended2025-03-31
    13F/A 9,285 shares
    Change vs previous 13F +5,752 shares

    <0.01% of the 13F portfolio, value $645,530.

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

    • Focus Partners Wealth: 5,476 shares
    • Focus Partners Advisor Solutions, LLC: 3,809 shares

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

  7. period ended2024-12-31
    13F/A 3,533 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $329,307.

    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 3,239 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,755.

    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).