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Disclosery

Costello Asset Management, INC: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on PH, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 200 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $195,624.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 200 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $179,048.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 300 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $263,688.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 305 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $231,236.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 305 shares
    Change vs previous 13F -2,552 shares

    0.08% of the 13F portfolio, value $213,033.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 2,857 shares
    Change vs previous 13F -2,381 shares

    0.7% of the 13F portfolio, value $1,736,627.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 5,238 shares
    Change vs previous 13F +589 shares

    2.2% of the 13F portfolio, value $3,331,525.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 4,649 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,937,331.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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