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Disclosery

D.A. DAVIDSON & CO.: PHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PHO, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 99,888 PHO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,888 shares
    Change vs previous 13F +29,782 shares

    0.04% of the 13F portfolio, value $6,900,278.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 70,106 shares
    Change vs previous 13F +27,010 shares

    0.03% of the 13F portfolio, value $4,687,322.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 43,096 shares
    Change vs previous 13F +19,799 shares

    0.02% of the 13F portfolio, value $3,034,413.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 23,297 shares
    Change vs previous 13F +7,426 shares

    0.01% of the 13F portfolio, value $1,680,005.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 15,871 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $1,109,544.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 15,069 shares
    Change vs previous 13F +249 shares

    0.01% of the 13F portfolio, value $972,305.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 14,820 shares
    Change vs previous 13F -779 shares

    0.01% of the 13F portfolio, value $975,050.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 15,599 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,100,416.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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