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Disclosery

HB Wealth Management, LLC: PH position timeline

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

HB Wealth Management, LLC held 10,423 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,423 shares
    Change vs previous 13F +846 shares

    0.06% of the 13F portfolio, value $10,195,005.

    13F-HR 0001172661-26-002920 filed by HB 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 ended2026-03-31
    13F 9,577 shares
    Change vs previous 13F +779 shares

    0.06% of the 13F portfolio, value $8,574,066.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 8,798 shares
    Change vs previous 13F +395 shares

    0.05% of the 13F portfolio, value $7,733,919.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 8,403 shares
    Change vs previous 13F +647 shares

    0.04% of the 13F portfolio, value $6,371,193.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 7,756 shares
    Change vs previous 13F -1,167 shares

    0.04% of the 13F portfolio, value $5,417,869.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 8,923 shares
    Change vs previous 13F +3,961 shares

    0.05% of the 13F portfolio, value $5,424,371.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 4,962 shares
    Change vs previous 13F +1,024 shares

    0.03% of the 13F portfolio, value $3,156,251.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 3,938 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,488,336.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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