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Disclosery

Focus Partners Wealth: PRFZ position timeline

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

Focus Partners Wealth held 118,413 PRFZ 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 118,413 shares
    Change vs previous 13F -19,883 shares

    0.01% of the 13F portfolio, value $6,603,876.

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

    • Focus Partners Wealth: 95,855 shares
    • Focus Partners Advisor Solutions, LLC: 22,558 shares

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

  2. period ended2026-03-31
    13F 138,296 shares
    Change vs previous 13F +7,191 shares

    0.01% of the 13F portfolio, value $6,343,639.

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

    • Focus Partners Wealth: 115,498 shares
    • Focus Partners Advisor Solutions, LLC: 22,798 shares

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

  3. period ended2025-12-31
    13F 131,105 shares
    Change vs previous 13F +29,024 shares

    0.01% of the 13F portfolio, value $6,015,160.

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

    • Focus Partners Wealth: 110,945 shares
    • Focus Partners Advisor Solutions, LLC: 20,160 shares

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

  4. period ended2025-09-30
    13F 102,081 shares
    Change vs previous 13F +3,127 shares

    0.01% of the 13F portfolio, value $4,636,529.

    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 98,954 shares
    Change vs previous 13F -59,551 shares

    0.01% of the 13F portfolio, value $4,024,448.

    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 158,505 shares
    Change vs previous 13F +31,111 shares

    0.02% of the 13F portfolio, value $6,001,003.

    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 127,394 shares
    Change vs previous 13F +119,459 shares

    0.01% of the 13F portfolio, value $5,300,884.

    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 7,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $390,713.

    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).