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Focus Partners Wealth: PREF position timeline

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

Focus Partners Wealth held 258,990 PREF 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 258,990 shares
    Change vs previous 13F -1,385 shares

    0.01% of the 13F portfolio, value $4,936,349.

    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 260,375 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $4,900,258.

    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 260,375 shares
    Change vs previous 13F +15,815 shares

    0.01% of the 13F portfolio, value $4,965,351.

    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 244,560 shares
    Change vs previous 13F +1,640 shares

    0.01% of the 13F portfolio, value $4,680,878.

    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 242,920 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,608,192.

    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).