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Focus Partners Wealth: PM position timeline

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

Focus Partners Wealth held 1,631,290 PM 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 1,631,290 shares
    Change vs previous 13F -60,620 shares

    0.27% of the 13F portfolio, value $295,290,824.

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

    • Focus Partners Wealth: 1,588,008 shares
    • Focus Partners Advisor Solutions, LLC: 43,282 shares

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

  2. period ended2026-03-31
    13F 1,691,910 shares
    Change vs previous 13F +66,136 shares

    0.28% of the 13F portfolio, value $279,809,942.

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

    • Focus Partners Wealth: 1,661,990 shares
    • Focus Partners Advisor Solutions, LLC: 29,920 shares

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

  3. period ended2025-12-31
    13F 1,625,774 shares
    Change vs previous 13F +1,036,063 shares

    0.27% of the 13F portfolio, value $260,884,880.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,592,622 shares
    • Focus Partners Advisor Solutions, LLC: 33,152 shares

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

  4. period ended2025-09-30
    13F 589,711 shares
    Change vs previous 13F +209,394 shares

    0.13% of the 13F portfolio, value $95,537,093.

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

    • Focus Partners Wealth: 552,807 shares
    • Focus Partners Advisor Solutions, LLC: 36,904 shares

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

  5. period ended2025-06-30
    13F 380,317 shares
    Change vs previous 13F +23,113 shares

    0.13% of the 13F portfolio, value $69,301,235.

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

    • Focus Partners Wealth: 350,038 shares
    • Focus Partners Advisor Solutions, LLC: 30,279 shares

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

  6. period ended2025-03-31
    13F/A 357,204 shares
    Change vs previous 13F +21,175 shares

    0.12% of the 13F portfolio, value $56,733,160.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 328,232 shares
    • Focus Partners Advisor Solutions, LLC: 28,972 shares

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

  7. period ended2024-12-31
    13F/A 336,029 shares
    Change vs previous 13F +171,198 shares

    0.09% of the 13F portfolio, value $40,474,525.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 310,702 shares
    • Focus Partners Advisor Solutions, LLC: 25,327 shares

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

  8. period ended2024-09-30
    13F 164,831 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,010,890.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 141,405 shares
    • Focus Partners Advisor Solutions, LLC: 23,426 shares

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