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Disclosery

Independent Advisor Alliance: PH position timeline

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

Independent Advisor Alliance held 2,362 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,362 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $2,310,342.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 2,334 shares
    Change vs previous 13F -9,647 shares

    0.02% of the 13F portfolio, value $2,089,672.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 11,981 shares
    Change vs previous 13F -815 shares

    0.26% of the 13F portfolio, value $10,530,952.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 12,796 shares
    Change vs previous 13F -4,498 shares

    0.25% of the 13F portfolio, value $9,701,177.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 17,294 shares
    Change vs previous 13F +528 shares

    0.35% of the 13F portfolio, value $12,079,238.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 16,766 shares
    Change vs previous 13F -1,315 shares

    0.34% of the 13F portfolio, value $10,191,478.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 18,081 shares
    Change vs previous 13F +440 shares

    0.15% of the 13F portfolio, value $11,500,145.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 17,641 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,145,702.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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