FINANCIAL ADVISORY PARTNERS, LLC: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL ADVISORY PARTNERS, LLC on PH, newest first. How the timeline and the estimate are built.
FINANCIAL ADVISORY PARTNERS, LLC held 6,368 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 6,368 sharesChange vs previous 13F -83 shares
1.63% of the 13F portfolio, value $6,228,668.
13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,451 sharesChange vs previous 13F -217 shares
1.63% of the 13F portfolio, value $5,775,193.
13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,668 sharesChange vs previous 13F -64 shares
1.65% of the 13F portfolio, value $5,860,905.
13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,732 sharesChange vs previous 13F -56 shares
1.49% of the 13F portfolio, value $5,103,866.
13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,788 sharesChange vs previous 13F -274 shares
1.49% of the 13F portfolio, value $4,741,214.
13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,062 sharesChange vs previous 13F -100 shares
1.44% of the 13F portfolio, value $4,292,637.
13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,162 sharesChange vs previous 13F -61 shares
1.51% of the 13F portfolio, value $4,555,247.
13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,223 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $4,563,636.
13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).