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Focus Partners Wealth: PRF position timeline

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

Focus Partners Wealth held 1,634,102 PRF 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 1,634,102 shares
    Change vs previous 13F -113,458 shares

    0.08% of the 13F portfolio, value $88,290,610.

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

    • Focus Partners Wealth: 1,590,833 shares
    • Focus Partners Advisor Solutions, LLC: 43,269 shares

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

  2. period ended2026-03-31
    13F 1,747,560 shares
    Change vs previous 13F -1,013 shares

    0.08% of the 13F portfolio, value $83,082,057.

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

    • Focus Partners Wealth: 1,706,944 shares
    • Focus Partners Advisor Solutions, LLC: 40,616 shares

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

  3. period ended2025-12-31
    13F 1,748,573 shares
    Change vs previous 13F +1,372,515 shares

    0.09% of the 13F portfolio, value $82,017,447.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,714,516 shares
    • Focus Partners Advisor Solutions, LLC: 34,057 shares

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

  4. period ended2025-09-30
    13F 376,058 shares
    Change vs previous 13F -12,382 shares

    0.02% of the 13F portfolio, value $17,002,645.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 366,820 shares
    • Focus Partners Advisor Solutions, LLC: 9,238 shares

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

  5. period ended2025-06-30
    13F 388,440 shares
    Change vs previous 13F +70,186 shares

    0.03% of the 13F portfolio, value $16,419,427.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 366,197 shares
    • Focus Partners Advisor Solutions, LLC: 22,243 shares

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

  6. period ended2025-03-31
    13F/A 318,254 shares
    Change vs previous 13F -12,530 shares

    0.03% of the 13F portfolio, value $12,860,717.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 294,387 shares
    • Focus Partners Advisor Solutions, LLC: 23,867 shares

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

  7. period ended2024-12-31
    13F/A 330,784 shares
    Change vs previous 13F +256,479 shares

    0.03% of the 13F portfolio, value $13,343,913.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 301,777 shares
    • Focus Partners Advisor Solutions, LLC: 29,007 shares

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

  8. period ended2024-09-30
    13F 74,305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,024,872.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,259 shares
    • Focus Partners Advisor Solutions, LLC: 31,046 shares

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