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DIVIDEND ASSETS CAPITAL, LLC: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIVIDEND ASSETS CAPITAL, LLC on PH, newest first. How the timeline and the estimate are built.

DIVIDEND ASSETS CAPITAL, LLC held 6,785 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,785 shares
    Change vs previous 13F +2,053 shares

    1.28% of the 13F portfolio, value $6,636,544.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS CAPITAL, 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 4,732 shares
    Change vs previous 13F +2,491 shares

    0.85% of the 13F portfolio, value $4,236,276.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS CAPITAL, 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 2,241 shares
    Change vs previous 13F +1,542 shares

    0.38% of the 13F portfolio, value $1,969,749.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS CAPITAL, 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 699 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $529,947.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS CAPITAL, 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 744 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $519,662.

    13F-HR 0001999371-25-011341 filed by DIVIDEND ASSETS CAPITAL, 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 744 shares
    Change vs previous 13F -110 shares

    0.09% of the 13F portfolio, value $452,240.

    13F-HR 0001999371-25-004209 filed by DIVIDEND ASSETS CAPITAL, 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 854 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $543,170.

    13F-HR 0001839882-25-006045 filed by DIVIDEND ASSETS CAPITAL, 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 854 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $539,574.

    13F-HR 0001999371-24-014748 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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