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Disclosery

Focus Partners Wealth: PSMT position timeline

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

Focus Partners Wealth held 2,841 PSMT 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 2,841 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $555,108.

    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 2,682 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $403,754.

    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 2,812 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $345,045.

    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 3,148 shares
    Change vs previous 13F -362 shares

    <0.01% of the 13F portfolio, value $381,507.

    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 3,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $368,690.

    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).