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Disclosery

Focus Partners Wealth: PHG position timeline

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

Focus Partners Wealth held 72,416 PHG 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 72,416 shares
    Change vs previous 13F -16,572 shares

    <0.01% of the 13F portfolio, value $1,969,018.

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

    • Focus Partners Wealth: 64,911 shares
    • Focus Partners Advisor Solutions, LLC: 7,505 shares

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

  2. period ended2026-03-31
    13F 88,988 shares
    Change vs previous 13F +4,381 shares

    <0.01% of the 13F portfolio, value $2,438,294.

    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 84,607 shares
    Change vs previous 13F +75,708 shares

    <0.01% of the 13F portfolio, value $2,291,185.

    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 8,899 shares
    Change vs previous 13F +8,899 shares

    <0.01% of the 13F portfolio, value $242,601.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,362 shares

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 7,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,884.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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