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Disclosery

Focus Partners Wealth: PFFD position timeline

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

Focus Partners Wealth held 21,036 PFFD 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 21,036 shares
    Change vs previous 13F -3,367 shares

    <0.01% of the 13F portfolio, value $393,168.

    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 24,403 shares
    Change vs previous 13F -8,924 shares

    <0.01% of the 13F portfolio, value $449,014.

    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 33,327 shares
    Change vs previous 13F +10,427 shares

    <0.01% of the 13F portfolio, value $630,143.

    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 22,900 shares
    Change vs previous 13F -5,579 shares

    <0.01% of the 13F portfolio, value $444,944.

    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 28,479 shares
    Change vs previous 13F -210,978 shares

    <0.01% of the 13F portfolio, value $536,258.

    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 239,457 shares
    Change vs previous 13F -40,398 shares

    0.01% of the 13F portfolio, value $4,559,267.

    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 279,855 shares
    Change vs previous 13F +263,012 shares

    0.01% of the 13F portfolio, value $5,459,975.

    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 16,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,991.

    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).