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Disclosery

LPL Financial LLC: PHO position timeline

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

LPL Financial LLC held 804,161 PHO 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 804,161 shares
    Change vs previous 13F -31,937 shares

    0.01% of the 13F portfolio, value $55,551,445.

    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 836,098 shares
    Change vs previous 13F -60,474 shares

    0.01% of the 13F portfolio, value $55,901,523.

    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 896,572 shares
    Change vs previous 13F -11,017 shares

    0.02% of the 13F portfolio, value $63,127,142.

    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 907,589 shares
    Change vs previous 13F +85,246 shares

    0.02% of the 13F portfolio, value $65,446,266.

    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 822,343 shares
    Change vs previous 13F -4,647 shares

    0.02% of the 13F portfolio, value $57,489,958.

    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 826,990 shares
    Change vs previous 13F +76,821 shares

    0.02% of the 13F portfolio, value $53,357,391.

    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 750,169 shares
    Change vs previous 13F +69,546 shares

    0.02% of the 13F portfolio, value $49,353,608.

    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 680,623 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,011,172.

    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).