Skip to content
Disclosery

Farther Finance Advisors, LLC: PHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Farther Finance Advisors, LLC on PHO, newest first. How the timeline and the estimate are built.

Farther Finance Advisors, LLC held 8,025 PHO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,025 shares
    Change vs previous 13F +5,175 shares

    <0.01% of the 13F portfolio, value $544,348.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,850 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $196,862.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,015 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $203,818.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,526 shares
    Change vs previous 13F +702 shares

    <0.01% of the 13F portfolio, value $177,888.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,824 shares
    Change vs previous 13F +313 shares

    <0.01% of the 13F portfolio, value $131,507.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,511 shares
    Change vs previous 13F +691 shares

    <0.01% of the 13F portfolio, value $105,639.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 820 shares
    Change vs previous 13F +563 shares

    <0.01% of the 13F portfolio, value $53,120.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,908.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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