ADAMSBROWN WEALTH CONSULTANTS LLC: PPH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAMSBROWN WEALTH CONSULTANTS LLC on PPH, newest first. How the timeline and the estimate are built.
ADAMSBROWN WEALTH CONSULTANTS LLC held 154,114 PPH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 154,114 sharesChange vs previous 13F +5,303 shares
3.18% of the 13F portfolio, value $16,852,318.
13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 148,811 sharesChange vs previous 13F +5,766 shares
4.09% of the 13F portfolio, value $15,458,504.
13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 143,045 sharesChange vs previous 13F +6,146 shares
4.11% of the 13F portfolio, value $14,757,939.
13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 136,899 sharesChange vs previous 13F -59,077 shares
3.41% of the 13F portfolio, value $12,370,216.
13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 195,976 sharesChange vs previous 13F +21,074 shares
5% of the 13F portfolio, value $17,238,028.
13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 174,902 sharesChange vs previous 13F +25,271 shares
5.01% of the 13F portfolio, value $15,938,789.
13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 149,631 sharesChange vs previous 13F +75,659 shares
4.4% of the 13F portfolio, value $12,910,134.
13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 73,972 sharesChange vs previous 13F not available
2.44% of the 13F portfolio, value $7,029,559.
13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).