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Disclosery

Focus Partners Wealth: PXF position timeline

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

Focus Partners Wealth held 20,364 PXF 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 20,364 shares
    Change vs previous 13F +1,421 shares

    <0.01% of the 13F portfolio, value $1,540,362.

    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 18,943 shares
    Change vs previous 13F +8,655 shares

    <0.01% of the 13F portfolio, value $1,324,168.

    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 10,288 shares
    Change vs previous 13F +2,096 shares

    <0.01% of the 13F portfolio, value $674,344.

    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 8,192 shares
    Change vs previous 13F -1,441 shares

    <0.01% of the 13F portfolio, value $501,155.

    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 9,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $553,166.

    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).