International Private Wealth Advisors LLC: PHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of International Private Wealth Advisors LLC on PHK, newest first. How the timeline and the estimate are built.
International Private Wealth Advisors LLC held 29,090 PHK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 29,090 sharesChange vs previous 13F +835 shares
0.07% of the 13F portfolio, value $135,561.
13F-HR 0001951757-26-001161 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,255 sharesChange vs previous 13F +770 shares
0.08% of the 13F portfolio, value $130,821.
13F-HR 0001951757-26-000667 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,485 sharesChange vs previous 13F +748 shares
0.08% of the 13F portfolio, value $133,578.
13F-HR 0001951757-26-000078 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,737 sharesChange vs previous 13F +733 shares
0.08% of the 13F portfolio, value $133,415.
13F-HR 0001951757-25-001292 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,004 sharesChange vs previous 13F +721 shares
0.11% of the 13F portfolio, value $124,821.
13F-HR 0001951757-25-000617 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,283 sharesChange vs previous 13F +685 shares
0.12% of the 13F portfolio, value $123,632.
13F-HR 0001951757-25-000354 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,598 sharesChange vs previous 13F +651 shares
0.12% of the 13F portfolio, value $119,545.
13F-HR 0001951757-25-000144 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,947 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $119,734.
13F-HR 0001951757-24-001174 filed by International Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).