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Focus Partners Wealth: PEP position timeline

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

Focus Partners Wealth held 1,963,841 PEP 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 1,963,841 shares
    Change vs previous 13F -882,244 shares

    0.24% of the 13F portfolio, value $265,905,299.

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

    • Focus Partners Wealth: 1,915,908 shares
    • Focus Partners Advisor Solutions, LLC: 47,933 shares

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

  2. period ended2026-03-31
    13F 2,846,085 shares
    Change vs previous 13F +780,325 shares

    0.44% of the 13F portfolio, value $441,955,441.

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

    • Focus Partners Wealth: 2,773,442 shares
    • Focus Partners Advisor Solutions, LLC: 72,643 shares

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

  3. period ended2025-12-31
    13F 2,065,760 shares
    Change vs previous 13F +799,010 shares

    0.31% of the 13F portfolio, value $296,480,482.

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

    • Focus Partners Wealth: 1,960,580 shares
    • Focus Partners Advisor Solutions, LLC: 105,180 shares

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

  4. period ended2025-09-30
    13F 1,266,750 shares
    Change vs previous 13F +61,983 shares

    0.25% of the 13F portfolio, value $177,977,008.

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

    • Focus Partners Wealth: 1,165,159 shares
    • Focus Partners Advisor Solutions, LLC: 101,591 shares

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

  5. period ended2025-06-30
    13F 1,204,767 shares
    Change vs previous 13F -3,626 shares

    0.3% of the 13F portfolio, value $159,076,294.

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

    • Focus Partners Wealth: 1,123,906 shares
    • Focus Partners Advisor Solutions, LLC: 80,861 shares

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

  6. period ended2025-03-31
    13F/A 1,208,393 shares
    Change vs previous 13F +668 shares

    0.39% of the 13F portfolio, value $181,186,793.

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

    • Focus Partners Wealth: 1,122,798 shares
    • Focus Partners Advisor Solutions, LLC: 85,595 shares

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

  7. period ended2024-12-31
    13F/A 1,207,725 shares
    Change vs previous 13F +185,441 shares

    0.41% of the 13F portfolio, value $183,648,705.

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

    • Focus Partners Wealth: 1,126,149 shares
    • Focus Partners Advisor Solutions, LLC: 81,576 shares

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

  8. period ended2024-09-30
    13F 1,022,284 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $173,839,534.

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

    • Focus Partners Wealth: 989,951 shares
    • Focus Partners Advisor Solutions, LLC: 32,333 shares

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