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Gitterman Wealth Management, LLC: PHO position timeline

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

Gitterman Wealth Management, LLC held 368,922 PHO shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 368,922 shares
    Change vs previous 13F -1,047 shares

    6.1% of the 13F portfolio, value $26,603,327.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 369,969 shares
    Change vs previous 13F +6,546 shares

    6.03% of the 13F portfolio, value $25,864,965.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 363,423 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $23,448,324.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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