Skip to content
Disclosery

Focus Partners Wealth: PTLC position timeline

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

Focus Partners Wealth held 22,836 PTLC 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 22,836 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $1,330,437.

    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: 3,854 shares
    • Focus Partners Advisor Solutions, LLC: 18,982 shares

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

  2. period ended2026-03-31
    13F 22,599 shares
    Change vs previous 13F +5,008 shares

    <0.01% of the 13F portfolio, value $1,185,553.

    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: 3,854 shares
    • Focus Partners Advisor Solutions, LLC: 18,745 shares

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

  3. period ended2025-12-31
    13F 17,591 shares
    Change vs previous 13F +2,126 shares

    <0.01% of the 13F portfolio, value $978,559.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,849 shares
    • Focus Partners Advisor Solutions, LLC: 13,742 shares

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

  4. period ended2025-09-30
    13F 15,465 shares
    Change vs previous 13F +1,017 shares

    0.01% of the 13F portfolio, value $849,386.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    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 14,448 shares
    Change vs previous 13F -5,121 shares

    0.01% of the 13F portfolio, value $733,380.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    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 19,569 shares
    Change vs previous 13F +981 shares

    0.02% of the 13F portfolio, value $1,006,825.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    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 18,588 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $993,343.

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

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