MITCHELL & PAHL PRIVATE WEALTH, LLC: PHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on PHG, newest first. How the timeline and the estimate are built.
MITCHELL & PAHL PRIVATE WEALTH, LLC held 39,515 PHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 39,515 sharesChange vs previous 13F +1,407 shares
0.39% of the 13F portfolio, value $1,074,412.
13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,108 sharesChange vs previous 13F +54 shares
0.42% of the 13F portfolio, value $1,044,161.
13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,054 sharesChange vs previous 13F -378 shares
0.43% of the 13F portfolio, value $1,030,505.
13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,432 sharesChange vs previous 13F +1,497 shares
0.44% of the 13F portfolio, value $1,047,654.
13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,935 sharesChange vs previous 13F +1,957 shares
0.39% of the 13F portfolio, value $885,703.
13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,978 sharesChange vs previous 13F -916 shares
0.41% of the 13F portfolio, value $888,442.
13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,894 sharesChange vs previous 13F +2,213 shares
0.42% of the 13F portfolio, value $908,830.
13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,681 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $1,102,038.
13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).