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Focus Partners Wealth: PSLV position timeline

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

Focus Partners Wealth held 140,824 PSLV 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 140,824 shares
    Change vs previous 13F +30,619 shares

    <0.01% of the 13F portfolio, value $2,657,350.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 111,174 shares
    • Focus Partners Advisor Solutions, LLC: 29,650 shares

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

  2. period ended2026-03-31
    13F 110,205 shares
    Change vs previous 13F +38,336 shares

    <0.01% of the 13F portfolio, value $2,687,926.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,783 shares
    • Focus Partners Advisor Solutions, LLC: 29,422 shares

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

  3. period ended2025-12-31
    13F 71,869 shares
    Change vs previous 13F +20,304 shares

    <0.01% of the 13F portfolio, value $1,699,702.

    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 51,565 shares
    Change vs previous 13F +7,528 shares

    <0.01% of the 13F portfolio, value $823,593.

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

    • Focus Partners Wealth: 51,565 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 44,037 shares
    Change vs previous 13F +30,002 shares

    <0.01% of the 13F portfolio, value $539,013.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,715 shares
    • Focus Partners Advisor Solutions, LLC: 26,322 shares

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

  6. period ended2025-03-31
    13F/A 14,035 shares
    Change vs previous 13F -26,172 shares

    <0.01% of the 13F portfolio, value $162,806.

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

    • Focus Partners Wealth: 14,035 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 40,207 shares
    Change vs previous 13F +350 shares

    <0.01% of the 13F portfolio, value $387,998.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,385 shares
    • Focus Partners Advisor Solutions, LLC: 25,822 shares

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

  8. period ended2024-09-30
    13F 39,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $416,506.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,035 shares
    • Focus Partners Advisor Solutions, LLC: 25,822 shares

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