Skip to content
Disclosery

Focus Partners Wealth: PGX position timeline

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

Focus Partners Wealth held 407,970 PGX 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 407,970 shares
    Change vs previous 13F +16,870 shares

    <0.01% of the 13F portfolio, value $4,422,404.

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

    • Focus Partners Wealth: 384,353 shares
    • Focus Partners Advisor Solutions, LLC: 23,617 shares

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

  2. period ended2026-03-31
    13F 391,100 shares
    Change vs previous 13F +5,941 shares

    <0.01% of the 13F portfolio, value $4,255,172.

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

    • Focus Partners Wealth: 363,959 shares
    • Focus Partners Advisor Solutions, LLC: 27,141 shares

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

  3. period ended2025-12-31
    13F 385,159 shares
    Change vs previous 13F -52,620 shares

    0.01% of the 13F portfolio, value $4,400,018.

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

    • Focus Partners Wealth: 385,159 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 437,779 shares
    Change vs previous 13F +111,273 shares

    0.01% of the 13F portfolio, value $5,077,435.

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

    • Focus Partners Wealth: 422,939 shares
    • Focus Partners Advisor Solutions, LLC: 14,840 shares

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

  5. period ended2025-06-30
    13F 326,506 shares
    Change vs previous 13F -43,934 shares

    0.01% of the 13F portfolio, value $3,634,008.

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

    • Focus Partners Wealth: 315,730 shares
    • Focus Partners Advisor Solutions, LLC: 10,776 shares

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

  6. period ended2025-03-31
    13F/A 370,440 shares
    Change vs previous 13F -9,060 shares

    0.01% of the 13F portfolio, value $4,156,334.

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

    • Focus Partners Wealth: 357,673 shares
    • Focus Partners Advisor Solutions, LLC: 12,767 shares

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

  7. period ended2024-12-31
    13F/A 379,500 shares
    Change vs previous 13F +296,170 shares

    0.01% of the 13F portfolio, value $4,375,636.

    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 83,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,029,126.

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

    • Focus Partners Wealth: 83,330 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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