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Disclosery

CAPTRUST FINANCIAL ADVISORS: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PH, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 10,675 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,675 shares
    Change vs previous 13F -3,655 shares

    0.02% of the 13F portfolio, value $10,441,439.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 14,330 shares
    Change vs previous 13F +5,705 shares

    0.02% of the 13F portfolio, value $12,828,838.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,625 shares
    Change vs previous 13F -1,415 shares

    0.01% of the 13F portfolio, value $7,581,224.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,040 shares
    Change vs previous 13F -535 shares

    0.02% of the 13F portfolio, value $7,612,186.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,575 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $7,386,406.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,961 shares
    Change vs previous 13F +488 shares

    0.02% of the 13F portfolio, value $6,662,424.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 10,473 shares
    Change vs previous 13F +1,157 shares

    0.02% of the 13F portfolio, value $6,660,963.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 9,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,886,235.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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