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First Horizon Advisors, Inc.: PBW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Horizon Advisors, Inc. on PBW, newest first. How the timeline and the estimate are built.

First Horizon Advisors, Inc. held 712 PBW shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 712 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $14,200.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 794 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $12,504.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,333 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $26,683.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 837 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $16,779.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,027 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $20,706.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,001 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $23,082.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 818 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $24,313.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,277.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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