BNC WEALTH MANAGEMENT, LLC: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BNC WEALTH MANAGEMENT, LLC on PH, newest first. How the timeline and the estimate are built.
BNC WEALTH MANAGEMENT, LLC held 1,382 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,382 sharesChange vs previous 13F -16 shares
0.33% of the 13F portfolio, value $1,351,762.
13F-HR 0001821549-26-000003 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,398 sharesChange vs previous 13F -191 shares
0.35% of the 13F portfolio, value $1,251,546.
13F-HR 0001821549-26-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,589 sharesChange vs previous 13F -92 shares
0.36% of the 13F portfolio, value $1,396,667.
13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,681 sharesChange vs previous 13F -13 shares
0.32% of the 13F portfolio, value $1,274,450.
13F-HR 0001821549-25-000004 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,694 sharesChange vs previous 13F -55 shares
0.35% of the 13F portfolio, value $1,183,208.
13F-HR 0001821549-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,749 sharesChange vs previous 13F -89 shares
0.38% of the 13F portfolio, value $1,063,130.
13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,838 sharesChange vs previous 13F -63 shares
0.38% of the 13F portfolio, value $1,169,023.
13F-HR 0001812178-25-000002 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,901 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,201,090.
13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).