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HighPoint Advisor Group LLC: PH position timeline

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

HighPoint Advisor Group LLC held 1,418 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,418 shares
    Change vs previous 13F +192 shares

    0.05% of the 13F portfolio, value $1,387,063.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 1,226 shares
    Change vs previous 13F -5,477 shares

    0.05% of the 13F portfolio, value $1,097,637.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 6,703 shares
    Change vs previous 13F +955 shares

    0.13% of the 13F portfolio, value $5,892,156.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 5,748 shares
    Change vs previous 13F +71 shares

    0.21% of the 13F portfolio, value $4,357,709.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 5,677 shares
    Change vs previous 13F -140 shares

    0.21% of the 13F portfolio, value $3,965,262.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 5,817 shares
    Change vs previous 13F +95 shares

    0.2% of the 13F portfolio, value $3,506,272.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 5,722 shares
    Change vs previous 13F -1,280 shares

    0.21% of the 13F portfolio, value $3,842,903.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 7,002 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,423,954.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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