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Lineweaver Wealth Advisors, LLC: PH position timeline

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

Lineweaver Wealth Advisors, LLC held 380 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $371,804.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth 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 359 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $321,448.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth 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 365 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $320,859.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth 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 365 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $276,742.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth 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 355 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $247,957.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth 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 333 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $202,414.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth 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 344 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $218,795.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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