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Focus Partners Wealth: PFG position timeline

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

Focus Partners Wealth held 178,787 PFG 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 178,787 shares
    Change vs previous 13F +1,674 shares

    0.02% of the 13F portfolio, value $19,269,410.

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

    • Focus Partners Wealth: 174,626 shares
    • Focus Partners Advisor Solutions, LLC: 4,161 shares

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

  2. period ended2026-03-31
    13F 177,113 shares
    Change vs previous 13F +5,921 shares

    0.02% of the 13F portfolio, value $15,959,769.

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

    • Focus Partners Wealth: 168,312 shares
    • Focus Partners Advisor Solutions, LLC: 8,801 shares

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

  3. period ended2025-12-31
    13F 171,192 shares
    Change vs previous 13F -21,048 shares

    0.02% of the 13F portfolio, value $15,100,918.

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

    • Focus Partners Wealth: 161,965 shares
    • Focus Partners Advisor Solutions, LLC: 9,227 shares

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

  4. period ended2025-09-30
    13F 192,240 shares
    Change vs previous 13F +111,759 shares

    0.02% of the 13F portfolio, value $15,940,880.

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

    • Focus Partners Wealth: 186,477 shares
    • Focus Partners Advisor Solutions, LLC: 5,763 shares

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

  5. period ended2025-06-30
    13F 80,481 shares
    Change vs previous 13F +1,745 shares

    0.01% of the 13F portfolio, value $6,392,511.

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

    • Focus Partners Wealth: 76,162 shares
    • Focus Partners Advisor Solutions, LLC: 4,319 shares

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

  6. period ended2025-03-31
    13F/A 78,736 shares
    Change vs previous 13F +2,741 shares

    0.01% of the 13F portfolio, value $6,643,011.

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

    • Focus Partners Wealth: 73,302 shares
    • Focus Partners Advisor Solutions, LLC: 5,434 shares

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

  7. period ended2024-12-31
    13F/A 75,995 shares
    Change vs previous 13F +2,303 shares

    0.01% of the 13F portfolio, value $5,882,775.

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

    • Focus Partners Wealth: 72,095 shares
    • Focus Partners Advisor Solutions, LLC: 3,900 shares

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

  8. period ended2024-09-30
    13F 73,692 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,330,226.

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

    • Focus Partners Wealth: 69,836 shares
    • Focus Partners Advisor Solutions, LLC: 3,856 shares

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