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Disclosery

Focus Partners Wealth: PLTK position timeline

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

Focus Partners Wealth held 0 PLTK 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 0 shares
    Change vs previous 13F -22,740 shares

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

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

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

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

  2. period ended2026-03-31
    13F 22,740 shares
    Change vs previous 13F -25,349 shares

    <0.01% of the 13F portfolio, value $63,498.

    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: 10,175 shares
    • Focus Partners Advisor Solutions, LLC: 12,565 shares

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

  3. period ended2025-12-31
    13F 48,089 shares
    Change vs previous 13F +12,301 shares

    <0.01% of the 13F portfolio, value $189,940.

    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: 21,632 shares
    • Focus Partners Advisor Solutions, LLC: 26,457 shares

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

  4. period ended2025-09-30
    13F 35,788 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $144,220.

    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: 11,907 shares
    • Focus Partners Advisor Solutions, LLC: 23,881 shares

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

  5. period ended2025-06-30
    13F 34,534 shares
    Change vs previous 13F +22,386 shares

    <0.01% of the 13F portfolio, value $163,431.

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

    • Focus Partners Wealth: 21,001 shares
    • Focus Partners Advisor Solutions, LLC: 13,533 shares

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

  6. period ended2025-03-31
    13F/A 12,148 shares
    Change vs previous 13F -9,674 shares

    <0.01% of the 13F portfolio, value $62,806.

    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 21,822 shares
    Change vs previous 13F -2,293 shares

    <0.01% of the 13F portfolio, value $151,445.

    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 24,115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,991.

    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).