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Disclosery

LPL Financial LLC: PHK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on PHK, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 2,461,220 PHK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,461,220 shares
    Change vs previous 13F -4,459 shares

    <0.01% of the 13F portfolio, value $11,469,285.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 2,465,679 shares
    Change vs previous 13F +528,561 shares

    <0.01% of the 13F portfolio, value $11,416,092.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 1,937,118 shares
    Change vs previous 13F +47,241 shares

    <0.01% of the 13F portfolio, value $9,414,393.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 1,889,877 shares
    Change vs previous 13F +112,457 shares

    <0.01% of the 13F portfolio, value $9,430,484.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 1,777,420 shares
    Change vs previous 13F +156,523 shares

    <0.01% of the 13F portfolio, value $8,531,614.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,620,897 shares
    Change vs previous 13F -3,598 shares

    <0.01% of the 13F portfolio, value $7,926,187.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,624,495 shares
    Change vs previous 13F +571,384 shares

    <0.01% of the 13F portfolio, value $7,895,047.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,053,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,265,554.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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