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Disclosery

Focus Partners Wealth: PULS position timeline

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

Focus Partners Wealth held 23,727 PULS 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 23,727 shares
    Change vs previous 13F +6,217 shares

    <0.01% of the 13F portfolio, value $1,176,367.

    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 17,510 shares
    Change vs previous 13F -28,321 shares

    <0.01% of the 13F portfolio, value $1,414,532.

    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 45,831 shares
    Change vs previous 13F +8,034 shares

    <0.01% of the 13F portfolio, value $2,280,583.

    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 37,797 shares
    Change vs previous 13F +5,895 shares

    <0.01% of the 13F portfolio, value $1,883,434.

    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 31,902 shares
    Change vs previous 13F +9,044 shares

    <0.01% of the 13F portfolio, value $1,587,440.

    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 22,858 shares
    Change vs previous 13F +17,394 shares

    <0.01% of the 13F portfolio, value $1,136,736.

    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).

  7. period ended2024-12-31
    13F/A 5,464 shares
    Change vs previous 13F -30,244 shares

    <0.01% of the 13F portfolio, value $270,738.

    13F-HR/A 0001085146-25-003414 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).

  8. period ended2024-09-30
    13F 35,708 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,777,591.

    13F-HR 0001542153-24-000013 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).