Alpha Cubed Investments, LLC: PHK position timeline

Alpha Cubed Investments, LLC held 21,019 PHK shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 21,019 shares

   Change vs previous 13F -1,175 shares

   <0.01% of the 13F portfolio, value $102,151.

   13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 22,194 shares

   Change vs previous 13F +2,115 shares

   <0.01% of the 13F portfolio, value $110,747.

   13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 20,079 shares

   Change vs previous 13F +457 shares

   <0.01% of the 13F portfolio, value $96,381.

   13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 19,622 shares

   Change vs previous 13F +435 shares

   <0.01% of the 13F portfolio, value $95,950.

   13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 19,187 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $93,250.

   13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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