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Cetera Investment Advisers: PHIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on PHIO, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 47,500 PHIO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,500 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $48,688.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 45,000 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $54,900.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 42,500 shares
    Change vs previous 13F +9,000 shares

    <0.01% of the 13F portfolio, value $44,625.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 33,500 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $83,080.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 32,500 shares
    Change vs previous 13F -6,000 shares

    <0.01% of the 13F portfolio, value $76,375.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 38,500 shares
    Change vs previous 13F +25,500 shares

    <0.01% of the 13F portfolio, value $50,050.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 13,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,400.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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