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Disclosery

Focus Partners Wealth: PML position timeline

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

Focus Partners Wealth held 119,928 PML 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 119,928 shares
    Change vs previous 13F +63,808 shares

    <0.01% of the 13F portfolio, value $912,707.

    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 56,120 shares
    Change vs previous 13F +688 shares

    <0.01% of the 13F portfolio, value $424,833.

    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 55,432 shares
    Change vs previous 13F +23,956 shares

    <0.01% of the 13F portfolio, value $426,215.

    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 31,476 shares
    Change vs previous 13F +6,221 shares

    <0.01% of the 13F portfolio, value $248,976.

    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 25,255 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $188,152.

    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 24,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,881.

    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).