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Alley Investment Management Company, LLC: PH position timeline

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

Alley Investment Management Company, LLC held 18,004 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,004 shares
    Change vs previous 13F -181 shares

    2.06% of the 13F portfolio, value $17,610,072.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 18,185 shares
    Change vs previous 13F -1,078 shares

    1.98% of the 13F portfolio, value $16,279,939.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 19,263 shares
    Change vs previous 13F +5,582 shares

    1.98% of the 13F portfolio, value $16,931,406.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 13,681 shares
    Change vs previous 13F +325 shares

    1.2% of the 13F portfolio, value $10,372,250.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 13,356 shares
    Change vs previous 13F +202 shares

    1.13% of the 13F portfolio, value $9,328,765.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 13,154 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $7,995,659.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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