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Disclosery

Focus Partners Wealth: PRVA position timeline

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

Focus Partners Wealth held 200,770 PRVA 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 200,770 shares
    Change vs previous 13F +3,467 shares

    0.01% of the 13F portfolio, value $5,165,812.

    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 197,303 shares
    Change vs previous 13F -3,839 shares

    <0.01% of the 13F portfolio, value $4,058,523.

    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 201,142 shares
    Change vs previous 13F -2,146 shares

    0.01% of the 13F portfolio, value $4,769,077.

    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 203,288 shares
    Change vs previous 13F +105,827 shares

    0.01% of the 13F portfolio, value $5,060,484.

    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 97,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,241,603.

    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).