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Disclosery

HBK Sorce Advisory LLC: PH position timeline

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

HBK Sorce Advisory LLC held 9,979 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,979 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $9,948,194.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 9,971 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $8,762,632.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 10,015 shares
    Change vs previous 13F -21 shares

    0.22% of the 13F portfolio, value $9,780,020.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 10,036 shares
    Change vs previous 13F -346 shares

    0.19% of the 13F portfolio, value $7,405,062.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 10,382 shares
    Change vs previous 13F -18 shares

    0.2% of the 13F portfolio, value $7,251,739.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 10,400 shares
    Change vs previous 13F -98 shares

    0.19% of the 13F portfolio, value $6,321,353.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 10,498 shares
    Change vs previous 13F +174 shares

    0.2% of the 13F portfolio, value $6,676,850.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 10,324 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,523,154.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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