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Disclosery

DAVIS R M INC: PH position timeline

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

DAVIS R M INC held 998 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 998 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $975,812.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 1,001 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $895,813.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 1,023 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $898,860.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 993 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $752,570.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 1,053 shares
    Change vs previous 13F +708 shares

    0.01% of the 13F portfolio, value $735,237.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 345 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,858.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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