Money Design Co.,Ltd.: PHO position timeline

Money Design Co.,Ltd. held 55,953 PHO shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 55,953 shares

   Change vs previous 13F -6,138 shares

   0.18% of the 13F portfolio, value $3,912,000.

   13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
   Filed 2025-07-31 (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).

2. period ended2025-03-31

   13F 62,091 shares

   Change vs previous 13F -6,128 shares

   0.2% of the 13F portfolio, value $4,006,000.

   13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
   Filed 2025-04-28 (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).

3. period ended2024-12-31

   13F 68,219 shares

   Change vs previous 13F -11,471 shares

   0.23% of the 13F portfolio, value $4,494,000.

   13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
   Filed 2025-01-23 (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).

4. period ended2024-09-30

   13F 79,690 shares

   Change vs previous 13F -13,061 shares

   0.28% of the 13F portfolio, value $5,621,000.

   13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
   Filed 2024-10-09 (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).

5. period ended2024-06-30

   13F 92,751 shares

   Change vs previous 13F -28,475 shares

   0.32% of the 13F portfolio, value $6,020,000.

   13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 121,226 shares

   Change vs previous 13F -35,262 shares

   0.44% of the 13F portfolio, value $8,070,000.

   13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 156,488 shares

   Change vs previous 13F -63,706 shares

   0.54% of the 13F portfolio, value $9,524,000.

   13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 220,194 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $11,710,000.

   13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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