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Focus Partners Wealth: PFF position timeline

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

Focus Partners Wealth held 339,940 PFF 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 339,940 shares
    Change vs previous 13F -32,850 shares

    0.01% of the 13F portfolio, value $10,364,766.

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

    • Focus Partners Wealth: 320,505 shares
    • Focus Partners Advisor Solutions, LLC: 19,435 shares

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

  2. period ended2026-03-31
    13F 372,790 shares
    Change vs previous 13F +8,737 shares

    0.01% of the 13F portfolio, value $11,303,061.

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

    • Focus Partners Wealth: 350,499 shares
    • Focus Partners Advisor Solutions, LLC: 22,291 shares

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

  3. period ended2025-12-31
    13F 364,053 shares
    Change vs previous 13F +4,231 shares

    0.01% of the 13F portfolio, value $11,271,381.

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

    • Focus Partners Wealth: 356,961 shares
    • Focus Partners Advisor Solutions, LLC: 7,092 shares

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

  4. period ended2025-09-30
    13F 359,822 shares
    Change vs previous 13F +27,259 shares

    0.02% of the 13F portfolio, value $11,370,830.

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

    • Focus Partners Wealth: 342,223 shares
    • Focus Partners Advisor Solutions, LLC: 17,599 shares

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

  5. period ended2025-06-30
    13F 332,563 shares
    Change vs previous 13F +3,176 shares

    0.02% of the 13F portfolio, value $10,203,069.

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

    • Focus Partners Wealth: 306,913 shares
    • Focus Partners Advisor Solutions, LLC: 25,650 shares

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

  6. period ended2025-03-31
    13F/A 329,387 shares
    Change vs previous 13F +4,747 shares

    0.02% of the 13F portfolio, value $10,122,105.

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

    • Focus Partners Wealth: 299,097 shares
    • Focus Partners Advisor Solutions, LLC: 30,290 shares

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

  7. period ended2024-12-31
    13F/A 324,640 shares
    Change vs previous 13F +251,898 shares

    0.02% of the 13F portfolio, value $10,206,732.

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

    • Focus Partners Wealth: 304,591 shares
    • Focus Partners Advisor Solutions, LLC: 20,049 shares

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

  8. period ended2024-09-30
    13F 72,742 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,417,265.

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

    • Focus Partners Wealth: 41,484 shares
    • Focus Partners Advisor Solutions, LLC: 31,258 shares

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