LAUREL OAK WEALTH MANAGEMENT, LLC: PHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAUREL OAK WEALTH MANAGEMENT, LLC on PHK, newest first. How the timeline and the estimate are built.
LAUREL OAK WEALTH MANAGEMENT, LLC held 0 PHK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -55,436 shares
13F-HR 0002111403-26-000003 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 55,436 sharesChange vs previous 13F +13,814 shares
0.04% of the 13F portfolio, value $256,667.
13F-HR 0002111403-26-000002 filed by LAUREL OAK WEALTH MANAGEMENT, 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 41,622 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $202,283.
13F-HR 0002111403-26-000001 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).