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AE Wealth Management LLC: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PH, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 9,881 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,881 shares
    Change vs previous 13F +258 shares

    0.05% of the 13F portfolio, value $9,665,079.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 9,623 shares
    Change vs previous 13F +187 shares

    0.05% of the 13F portfolio, value $8,614,747.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 9,436 shares
    Change vs previous 13F -2,994 shares

    0.05% of the 13F portfolio, value $8,293,798.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 12,430 shares
    Change vs previous 13F +707 shares

    0.06% of the 13F portfolio, value $9,423,621.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 11,723 shares
    Change vs previous 13F +840 shares

    0.06% of the 13F portfolio, value $8,187,668.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 10,883 shares
    Change vs previous 13F -207 shares

    0.06% of the 13F portfolio, value $6,614,793.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 11,090 shares
    Change vs previous 13F +209 shares

    0.06% of the 13F portfolio, value $7,053,165.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 10,881 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,874,645.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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