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Disclosery

Hoxton Planning & Management, LLC: PH position timeline

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

Hoxton Planning & Management, LLC held 249 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $243,552.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 247 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $221,124.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 247 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $217,103.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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