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Disclosery

Marcum Wealth, LLC: PH position timeline

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

Marcum Wealth, LLC held 6,409 PH shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,409 shares
    Change vs previous 13F -62 shares

    0.34% of the 13F portfolio, value $3,895,711.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,471 shares
    Change vs previous 13F -23 shares

    0.36% of the 13F portfolio, value $4,115,750.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,494 shares
    Change vs previous 13F -42 shares

    0.38% of the 13F portfolio, value $4,103,039.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 6,536 shares
    Change vs previous 13F +2,094 shares

    0.33% of the 13F portfolio, value $3,305,974.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,442 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $2,468,819.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,432 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $2,041,822.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,444 shares
    Change vs previous 13F -11 shares

    0.21% of the 13F portfolio, value $1,731,027.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,455 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,737,628.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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