Kathmere Capital Management, LLC: PHI position timeline

Kathmere Capital Management, LLC held 0 PHI shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -9,538 shares

   13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 9,538 shares

   Change vs previous 13F -10,227 shares

   0.01% of the 13F portfolio, value $207,356.

   13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 19,765 shares

   Change vs previous 13F -16,489 shares

   0.03% of the 13F portfolio, value $369,606.

   13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 36,254 shares

   Change vs previous 13F -1,764 shares

   0.06% of the 13F portfolio, value $788,887.

   13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 38,018 shares

   Change vs previous 13F +8,983 shares

   0.07% of the 13F portfolio, value $831,454.

   13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 29,035 shares

   Change vs previous 13F +3,915 shares

   0.06% of the 13F portfolio, value $643,125.

   13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 25,120 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $675,226.

   13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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