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Disclosery

Focus Partners Wealth: PJUL position timeline

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

Focus Partners Wealth held 440,919 PJUL 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 440,919 shares
    Change vs previous 13F +120,093 shares

    0.02% of the 13F portfolio, value $21,521,299.

    13F-HR 0001542153-26-000019 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).

  2. period ended2026-03-31
    13F 320,826 shares
    Change vs previous 13F -45,620 shares

    0.02% of the 13F portfolio, value $14,747,609.

    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 366,446 shares
    Change vs previous 13F +323,374 shares

    0.02% of the 13F portfolio, value $17,014,128.

    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 43,072 shares
    Change vs previous 13F -2,877 shares

    <0.01% of the 13F portfolio, value $1,964,083.

    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 45,949 shares
    Change vs previous 13F +5,076 shares

    <0.01% of the 13F portfolio, value $2,014,864.

    13F-HR 0001085146-25-005236 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).

  6. period ended2025-03-31
    13F/A 40,873 shares
    Change vs previous 13F -8,789 shares

    <0.01% of the 13F portfolio, value $1,642,686.

    13F-HR/A 0001085146-25-003391 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).

  7. period ended2024-12-31
    13F/A 49,662 shares
    Change vs previous 13F -699 shares

    0.01% of the 13F portfolio, value $2,044,585.

    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 50,361 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,038,608.

    13F-HR 0001542153-24-000013 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).