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Disclosery

Focus Partners Wealth: PRI position timeline

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

Focus Partners Wealth held 9,448 PRI 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 9,448 shares
    Change vs previous 13F +2,369 shares

    <0.01% of the 13F portfolio, value $2,685,235.

    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 7,079 shares
    Change vs previous 13F +3,543 shares

    <0.01% of the 13F portfolio, value $1,804,163.

    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 3,536 shares
    Change vs previous 13F +2,471 shares

    <0.01% of the 13F portfolio, value $913,586.

    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 1,065 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $295,539.

    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 1,182 shares
    Change vs previous 13F -973 shares

    <0.01% of the 13F portfolio, value $323,479.

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

    • Focus Partners Wealth: 1,182 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 2,155 shares
    Change vs previous 13F +839 shares

    <0.01% of the 13F portfolio, value $613,168.

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

    • Focus Partners Wealth: 1,398 shares
    • Focus Partners Advisor Solutions, LLC: 757 shares

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

  7. period ended2024-12-31
    13F/A 1,316 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $357,350.

    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 1,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,613.

    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).