Crown Wealth Group, LLC: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on PH, newest first. How the timeline and the estimate are built.
Crown Wealth Group, LLC held 282 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 282 sharesChange vs previous 13F +6 shares
0.07% of the 13F portfolio, value $275,830.
13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 276 sharesChange vs previous 13F -2 shares
0.07% of the 13F portfolio, value $247,086.
13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 278 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $244,351.
13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).