Skip to content
Disclosery

Centric Wealth Management: PHK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centric Wealth Management on PHK, newest first. How the timeline and the estimate are built.

Centric Wealth Management held 23,940 PHK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,940 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $111,800.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 23,940 shares
    Change vs previous 13F -4,159 shares

    0.02% of the 13F portfolio, value $111,800.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 28,099 shares
    Change vs previous 13F +675 shares

    0.03% of the 13F portfolio, value $139,651.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 27,424 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $133,278.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 27,151 shares
    Change vs previous 13F +416 shares

    0.03% of the 13F portfolio, value $134,667.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 26,735 shares
    Change vs previous 13F +1,888 shares

    0.03% of the 13F portfolio, value $130,733.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 24,847 shares
    Change vs previous 13F +3,831 shares

    0.03% of the 13F portfolio, value $120,757.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 21,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $106,131.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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