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Focus Partners Wealth: PPA position timeline

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

Focus Partners Wealth held 122,237 PPA 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 122,237 shares
    Change vs previous 13F +5,010 shares

    0.02% of the 13F portfolio, value $21,593,220.

    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 117,227 shares
    Change vs previous 13F +11,429 shares

    0.02% of the 13F portfolio, value $19,424,606.

    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 105,798 shares
    Change vs previous 13F +2,616 shares

    0.02% of the 13F portfolio, value $16,571,203.

    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 103,182 shares
    Change vs previous 13F +1,231 shares

    0.03% of the 13F portfolio, value $16,039,652.

    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 101,951 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $14,445,444.

    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 101,765 shares
    Change vs previous 13F +866 shares

    0.03% of the 13F portfolio, value $11,860,744.

    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 100,899 shares
    Change vs previous 13F +59,867 shares

    0.03% of the 13F portfolio, value $11,576,142.

    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 41,032 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,372,881.

    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).