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Focus Partners Wealth: PII position timeline

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

Focus Partners Wealth held 28,821 PII 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 28,821 shares
    Change vs previous 13F +18,992 shares

    <0.01% of the 13F portfolio, value $1,973,074.

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

    • Focus Partners Wealth: 18,020 shares
    • Focus Partners Advisor Solutions, LLC: 10,801 shares

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

  2. period ended2026-03-31
    13F 9,829 shares
    Change vs previous 13F -5,628 shares

    <0.01% of the 13F portfolio, value $535,751.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,202 shares
    • Focus Partners Advisor Solutions, LLC: 5,627 shares

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

  3. period ended2025-12-31
    13F 15,457 shares
    Change vs previous 13F +4,855 shares

    <0.01% of the 13F portfolio, value $977,775.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,564 shares
    • Focus Partners Advisor Solutions, LLC: 7,893 shares

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

  4. period ended2025-09-30
    13F 10,602 shares
    Change vs previous 13F -8,095 shares

    <0.01% of the 13F portfolio, value $638,143.

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

    • Focus Partners Wealth: 6,031 shares
    • Focus Partners Advisor Solutions, LLC: 4,571 shares

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

  5. period ended2025-06-30
    13F 18,697 shares
    Change vs previous 13F +11,936 shares

    <0.01% of the 13F portfolio, value $759,978.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,159 shares
    • Focus Partners Advisor Solutions, LLC: 10,538 shares

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

  6. period ended2025-03-31
    13F 6,761 shares
    Change vs previous 13F +671 shares

    <0.01% of the 13F portfolio, value $276,819.

    13F-HR 0001085146-25-003345 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).

  7. period ended2024-12-31
    13F 6,090 shares
    Change vs previous 13F +3,388 shares

    0.01% of the 13F portfolio, value $350,933.

    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).

  8. period ended2024-09-30
    13F 2,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,002.

    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).