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IFP Advisors, Inc: PHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on PHO, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 56,740 PHO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,740 shares
    Change vs previous 13F +650 shares

    0.07% of the 13F portfolio, value $3,919,599.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 56,090 shares
    Change vs previous 13F +14,200 shares

    0.08% of the 13F portfolio, value $3,750,177.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 41,890 shares
    Change vs previous 13F -112 shares

    0.07% of the 13F portfolio, value $2,949,454.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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 42,002 shares
    Change vs previous 13F -3,829 shares

    0.08% of the 13F portfolio, value $3,028,764.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 45,831 shares
    Change vs previous 13F +1,550 shares

    0.09% of the 13F portfolio, value $3,203,973.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 44,281 shares
    Change vs previous 13F +8,834 shares

    0.09% of the 13F portfolio, value $2,856,932.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 35,447 shares
    Change vs previous 13F +32,055 shares

    0.08% of the 13F portfolio, value $2,332,005.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 3,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,248.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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