Skip to content
Disclosery

Allworth Financial LP: PHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on PHI, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 319 PHI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319 shares
    Change vs previous 13F -655 shares

    <0.01% of the 13F portfolio, value $5,589.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 974 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $20,493.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 888 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $19,306.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 260 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $4,862.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 596 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $12,969.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 351 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $8,217.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 428 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $9,635.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,102.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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