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Legacy Edge Advisors, LLC: PHO position timeline

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

Legacy Edge Advisors, LLC held 7,922 PHO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,922 shares
    Change vs previous 13F +771 shares

    0.05% of the 13F portfolio, value $547,252.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, LLC
    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 7,151 shares
    Change vs previous 13F +1,224 shares

    0.05% of the 13F portfolio, value $478,116.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, LLC
    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 5,927 shares
    Change vs previous 13F +368 shares

    0.05% of the 13F portfolio, value $417,317.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, LLC
    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 5,559 shares
    Change vs previous 13F +1,620 shares

    0.05% of the 13F portfolio, value $400,859.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, LLC
    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 3,939 shares
    Change vs previous 13F +173 shares

    0.04% of the 13F portfolio, value $275,375.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,766 shares
    Change vs previous 13F +366 shares

    0.04% of the 13F portfolio, value $242,982.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,400 shares
    Change vs previous 13F -1,196 shares

    0.04% of the 13F portfolio, value $223,992.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,596 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,202.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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