M Holdings Securities, Inc.: PHR position timeline

M Holdings Securities, Inc. held 0 PHR shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -11,500 shares

   13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 11,500 shares

   Change vs previous 13F -1,500 shares

   0.06% of the 13F portfolio, value $327,000.

   13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 13,000 shares

   Change vs previous 13F -1,840 shares

   0.06% of the 13F portfolio, value $332,000.

   13F-HR 0001569638-25-000003 filed by M Holdings Securities, Inc.
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F/A 14,840 shares

   Change vs previous 13F -160 shares

   0.06% of the 13F portfolio, value $373,000.

   13F-HR/A 0001569638-25-000002 filed by M Holdings Securities, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 15,000 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $342,000.

   13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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