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Focus Partners Wealth: PH position timeline

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

Focus Partners Wealth held 207,146 PH 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 207,146 shares
    Change vs previous 13F -188,620 shares

    0.19% of the 13F portfolio, value $202,616,553.

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

    • Focus Partners Wealth: 205,230 shares
    • Focus Partners Advisor Solutions, LLC: 1,916 shares

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

  2. period ended2026-03-31
    13F 395,766 shares
    Change vs previous 13F +174,074 shares

    0.36% of the 13F portfolio, value $354,341,762.

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

    • Focus Partners Wealth: 394,782 shares
    • Focus Partners Advisor Solutions, LLC: 984 shares

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

  3. period ended2025-12-31
    13F 221,692 shares
    Change vs previous 13F +208,177 shares

    0.2% of the 13F portfolio, value $194,705,695.

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

    • Focus Partners Wealth: 221,010 shares
    • Focus Partners Advisor Solutions, LLC: 682 shares

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

  4. period ended2025-09-30
    13F 13,515 shares
    Change vs previous 13F -161 shares

    0.02% of the 13F portfolio, value $10,247,987.

    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 13,676 shares
    Change vs previous 13F -1,209 shares

    0.02% of the 13F portfolio, value $9,552,541.

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

    • Focus Partners Wealth: 13,676 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 14,885 shares
    Change vs previous 13F -1,052 shares

    0.02% of the 13F portfolio, value $9,048,642.

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

    • Focus Partners Wealth: 13,727 shares
    • Focus Partners Advisor Solutions, LLC: 1,158 shares

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

  7. period ended2024-12-31
    13F/A 15,937 shares
    Change vs previous 13F +8,277 shares

    0.02% of the 13F portfolio, value $10,137,673.

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

    • Focus Partners Wealth: 14,258 shares
    • Focus Partners Advisor Solutions, LLC: 1,679 shares

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

  8. period ended2024-09-30
    13F 7,660 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,839,941.

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

    • Focus Partners Wealth: 6,443 shares
    • Focus Partners Advisor Solutions, LLC: 1,217 shares

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