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Disclosery

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: PHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV on PHG, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV held 859,379 PHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 859,379 shares
    Change vs previous 13F +344,372 shares

    5.94% of the 13F portfolio, value $23,366,517.

    13F-HR 0000052024-26-000004 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 515,007 shares
    Change vs previous 13F +7,743 shares

    3.82% of the 13F portfolio, value $14,111,192.

    13F-HR 0000052024-26-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 507,264 shares
    Change vs previous 13F +2,902 shares

    3.84% of the 13F portfolio, value $13,736,709.

    13F-HR 0000052024-26-000001 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 504,362 shares
    Change vs previous 13F -1,145 shares

    4.09% of the 13F portfolio, value $13,748,908.

    13F-HR 0000052024-25-000006 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 505,507 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $12,122,058.

    13F-HR 0000052024-25-000003 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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