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Disclosery

Focus Partners Wealth: POCT position timeline

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

Focus Partners Wealth held 398,999 POCT 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 398,999 shares
    Change vs previous 13F -17,305 shares

    0.02% of the 13F portfolio, value $18,517,544.

    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 416,304 shares
    Change vs previous 13F -7,735 shares

    0.02% of the 13F portfolio, value $17,946,125.

    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 424,039 shares
    Change vs previous 13F +285,754 shares

    0.02% of the 13F portfolio, value $18,623,793.

    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 138,285 shares
    Change vs previous 13F -8,433 shares

    0.01% of the 13F portfolio, value $5,960,084.

    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 146,718 shares
    Change vs previous 13F -2,962 shares

    0.01% of the 13F portfolio, value $6,059,453.

    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 149,680 shares
    Change vs previous 13F -170,674 shares

    0.01% of the 13F portfolio, value $5,815,068.

    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 320,354 shares
    Change vs previous 13F +180,559 shares

    0.03% of the 13F portfolio, value $12,675,254.

    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 139,795 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,445,015.

    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).