BEESE FULMER INVESTMENT MANAGEMENT, INC.: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on PH, newest first. How the timeline and the estimate are built.
BEESE FULMER INVESTMENT MANAGEMENT, INC. held 1,275 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,275 sharesChange vs previous 13F +160 shares
0.07% of the 13F portfolio, value $1,246,724.
13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,115 sharesChange vs previous 13F +588 shares
0.06% of the 13F portfolio, value $997,746.
13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 527 sharesChange vs previous 13F -697 shares
0.03% of the 13F portfolio, value $463,613.
13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,224 sharesChange vs previous 13F -18 shares
0.06% of the 13F portfolio, value $928,243.
13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,242 sharesChange vs previous 13F +453 shares
0.06% of the 13F portfolio, value $867,671.
13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 789 sharesChange vs previous 13F +6 shares
0.04% of the 13F portfolio, value $479,350.
13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 783 sharesChange vs previous 13F -8 shares
0.04% of the 13F portfolio, value $497,756.
13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 791 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $499,516.
13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).