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Focus Partners Wealth: PSA position timeline

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

Focus Partners Wealth held 17,631 PSA 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 17,631 shares
    Change vs previous 13F +2,844 shares

    0.01% of the 13F portfolio, value $5,612,558.

    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 14,787 shares
    Change vs previous 13F -6,831 shares

    <0.01% of the 13F portfolio, value $4,040,385.

    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 21,618 shares
    Change vs previous 13F -1,636 shares

    0.01% of the 13F portfolio, value $5,611,684.

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

    • Focus Partners Wealth: 21,618 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 23,254 shares
    Change vs previous 13F +593 shares

    0.01% of the 13F portfolio, value $6,676,909.

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

    • Focus Partners Wealth: 19,281 shares
    • Focus Partners Advisor Solutions, LLC: 3,973 shares

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

  5. period ended2025-06-30
    13F 22,661 shares
    Change vs previous 13F +5,936 shares

    0.01% of the 13F portfolio, value $6,649,516.

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

    • Focus Partners Wealth: 18,548 shares
    • Focus Partners Advisor Solutions, LLC: 4,113 shares

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

  6. period ended2025-03-31
    13F/A 16,725 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $5,005,976.

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

    • Focus Partners Wealth: 16,036 shares
    • Focus Partners Advisor Solutions, LLC: 689 shares

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

  7. period ended2024-12-31
    13F/A 17,033 shares
    Change vs previous 13F +6,171 shares

    0.01% of the 13F portfolio, value $5,101,041.

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

    • Focus Partners Wealth: 15,405 shares
    • Focus Partners Advisor Solutions, LLC: 1,628 shares

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

  8. period ended2024-09-30
    13F 10,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,953,270.

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

    • Focus Partners Wealth: 8,734 shares
    • Focus Partners Advisor Solutions, LLC: 2,128 shares

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