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
- period ended2026-06-3013F 17,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,787 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,618 sharesChange 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).
- period ended2025-09-3013F 23,254 sharesChange 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).
- period ended2025-06-3013F 22,661 sharesChange 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).
- period ended2025-03-3113F/A 16,725 sharesChange 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).
- period ended2024-12-3113F/A 17,033 sharesChange 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).
- period ended2024-09-3013F 10,862 sharesChange 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).