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Disclosery

Darwin Wealth Management, LLC: PHDG position timeline

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

Darwin Wealth Management, LLC held 16,073 PHDG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,073 shares
    Change vs previous 13F -1,273 shares

    0.18% of the 13F portfolio, value $658,040.

    13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, LLC
    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 17,346 shares
    Change vs previous 13F -861 shares

    0.2% of the 13F portfolio, value $655,473.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, LLC
    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 18,207 shares
    Change vs previous 13F -38,008 shares

    0.21% of the 13F portfolio, value $681,694.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, LLC
    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 56,215 shares
    Change vs previous 13F -2,294 shares

    0.67% of the 13F portfolio, value $2,093,701.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, LLC
    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 58,509 shares
    Change vs previous 13F -3,855 shares

    0.71% of the 13F portfolio, value $2,064,813.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, LLC
    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 62,364 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $2,323,063.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, LLC
    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/A 62,364 shares
    Change vs previous 13F -10,595 shares

    0.78% of the 13F portfolio, value $2,323,063.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, LLC
    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 72,959 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,787,748.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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