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Disclosery

MAI Capital Management: PHO position timeline

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

MAI Capital Management held 14,727 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,727 shares
    Change vs previous 13F +1,687 shares

    <0.01% of the 13F portfolio, value $1,017,335.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 13,040 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $871,848.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 13,191 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $928,765.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 12,934 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $932,664.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 13,184 shares
    Change vs previous 13F -610 shares

    0.01% of the 13F portfolio, value $921,687.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 13,794 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $889,961.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 14,054 shares
    Change vs previous 13F +11,060 shares

    0.01% of the 13F portfolio, value $924,584.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 2,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,165.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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