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Disclosery

Focus Partners Wealth: PSEP position timeline

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

Focus Partners Wealth held 367,870 PSEP 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 367,870 shares
    Change vs previous 13F -13,079 shares

    0.02% of the 13F portfolio, value $16,940,422.

    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 380,949 shares
    Change vs previous 13F -20,715 shares

    0.02% of the 13F portfolio, value $16,403,359.

    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 401,664 shares
    Change vs previous 13F +326,021 shares

    0.02% of the 13F portfolio, value $17,560,122.

    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 75,643 shares
    Change vs previous 13F +5,983 shares

    0.01% of the 13F portfolio, value $3,248,867.

    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 69,660 shares
    Change vs previous 13F -1,660 shares

    0.01% of the 13F portfolio, value $2,848,397.

    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 71,320 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $2,739,401.

    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 72,320 shares
    Change vs previous 13F -2,100 shares

    0.01% of the 13F portfolio, value $2,826,649.

    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 74,420 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,867,403.

    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).