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Focus Partners Wealth: PPL position timeline

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

Focus Partners Wealth held 82,208 PPL 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 82,208 shares
    Change vs previous 13F +33,907 shares

    <0.01% of the 13F portfolio, value $2,988,954.

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

    • Focus Partners Wealth: 62,419 shares
    • Focus Partners Advisor Solutions, LLC: 19,789 shares

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

  2. period ended2026-03-31
    13F 48,301 shares
    Change vs previous 13F +24,943 shares

    <0.01% of the 13F portfolio, value $1,847,743.

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

    • Focus Partners Wealth: 42,402 shares
    • Focus Partners Advisor Solutions, LLC: 5,899 shares

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

  3. period ended2025-12-31
    13F 23,358 shares
    Change vs previous 13F +9,577 shares

    <0.01% of the 13F portfolio, value $820,947.

    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 13,781 shares
    Change vs previous 13F -11,795 shares

    <0.01% of the 13F portfolio, value $512,081.

    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 25,576 shares
    Change vs previous 13F -1,285 shares

    <0.01% of the 13F portfolio, value $867,425.

    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 26,861 shares
    Change vs previous 13F +3,084 shares

    <0.01% of the 13F portfolio, value $970,623.

    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 23,777 shares
    Change vs previous 13F +2,531 shares

    <0.01% of the 13F portfolio, value $771,805.

    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 21,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $702,823.

    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).