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Disclosery

Focus Partners Wealth: PK position timeline

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

Focus Partners Wealth held 53,084 PK 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 53,084 shares
    Change vs previous 13F +26,760 shares

    <0.01% of the 13F portfolio, value $756,696.

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

    • Focus Partners Wealth: 53,084 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 26,324 shares
    Change vs previous 13F -26,174 shares

    <0.01% of the 13F portfolio, value $277,204.

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

    • Focus Partners Wealth: 14,832 shares
    • Focus Partners Advisor Solutions, LLC: 11,492 shares

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

  3. period ended2025-12-31
    13F 52,498 shares
    Change vs previous 13F +5,062 shares

    <0.01% of the 13F portfolio, value $548,932.

    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: 25,687 shares
    • Focus Partners Advisor Solutions, LLC: 26,811 shares

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

  4. period ended2025-09-30
    13F 47,436 shares
    Change vs previous 13F -624 shares

    <0.01% of the 13F portfolio, value $521,488.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,333 shares
    • Focus Partners Advisor Solutions, LLC: 33,103 shares

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

  5. period ended2025-06-30
    13F 48,060 shares
    Change vs previous 13F +29,414 shares

    <0.01% of the 13F portfolio, value $491,659.

    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: 15,441 shares
    • Focus Partners Advisor Solutions, LLC: 32,619 shares

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

  6. period ended2025-03-31
    13F/A 18,646 shares
    Change vs previous 13F +4,374 shares

    <0.01% of the 13F portfolio, value $199,081.

    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 14,272 shares
    Change vs previous 13F -4,529 shares

    <0.01% of the 13F portfolio, value $201,101.

    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 18,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,094.

    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).