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Focus Partners Wealth: PTL position timeline

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

Focus Partners Wealth held 47,185 PTL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,185 shares
    Change vs previous 13F +3,545 shares

    0.01% of the 13F portfolio, value $13,499,403.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,133 shares
    • Focus Partners Advisor Solutions, LLC: 25,052 shares

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

  2. period ended2026-03-31
    13F 43,640 shares
    Change vs previous 13F +9,405 shares

    0.01% of the 13F portfolio, value $10,934,290.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,227 shares
    • Focus Partners Advisor Solutions, LLC: 22,413 shares

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

  3. period ended2025-12-31
    13F 34,235 shares
    Change vs previous 13F -9,472 shares

    0.01% of the 13F portfolio, value $8,496,854.

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

    • Focus Partners Wealth: 20,061 shares
    • Focus Partners Advisor Solutions, LLC: 14,174 shares

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

  4. period ended2025-09-30
    13F 43,707 shares
    Change vs previous 13F +24,755 shares

    0.02% of the 13F portfolio, value $10,936,109.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,187 shares
    • Focus Partners Advisor Solutions, LLC: 23,520 shares

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

  5. period ended2025-06-30
    13F 18,952 shares
    Change vs previous 13F +7,962 shares

    0.01% of the 13F portfolio, value $4,345,800.

    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 10,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,258,475.

    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).