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Innovative Advisory Group, LLC: PHO position timeline

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

Innovative Advisory Group, LLC held 0 PHO shares at 2026-03-31 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -997 shares

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 997 shares
    Change vs previous 13F -2,692 shares

    0.05% of the 13F portfolio, value $70,170.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-09-30
    13F 3,689 shares
    Change vs previous 13F -1,092 shares

    0.17% of the 13F portfolio, value $266,048.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-06-30
    13F 4,781 shares
    Change vs previous 13F -232 shares

    0.29% of the 13F portfolio, value $334,261.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-03-31
    13F 5,013 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $323,445.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2024-12-31
    13F 5,013 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $329,799.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested