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Disclosery

Focus Partners Wealth: PTON position timeline

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

Focus Partners Wealth held 54,577 PTON 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 54,577 shares
    Change vs previous 13F +25,744 shares

    <0.01% of the 13F portfolio, value $322,558.

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

    • Focus Partners Wealth: 43,619 shares
    • Focus Partners Advisor Solutions, LLC: 10,958 shares

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

  2. period ended2026-03-31
    13F 28,833 shares
    Change vs previous 13F +15,203 shares

    <0.01% of the 13F portfolio, value $122,681.

    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 13,630 shares
    Change vs previous 13F +13,630 shares

    <0.01% of the 13F portfolio, value $89,364.

    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 0 shares
    Change vs previous 13F -10,885 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 10,885 shares
    Change vs previous 13F -8,737 shares

    <0.01% of the 13F portfolio, value $75,545.

    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 19,622 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $124,011.

    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).