MUSTICO FINANCIAL GROUP, INC.: PHO position timeline

MUSTICO FINANCIAL GROUP, INC. held 18,583 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 18,583 shares

   Change vs previous 13F +1,163 shares

   0.83% of the 13F portfolio, value $1,272,275.

   13F-HR 0001376474-26-000550 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,420 shares

   Change vs previous 13F +2,322 shares

   0.84% of the 13F portfolio, value $1,205,855.

   13F-HR 0001376474-26-000379 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 15,098 shares

   Change vs previous 13F +2,139 shares

   0.85% of the 13F portfolio, value $1,099,328.

   13F-HR 0001376474-26-000177 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,959 shares

   Change vs previous 13F +920 shares

   0.89% of the 13F portfolio, value $882,148.

   13F-HR 0001376474-25-000917 filed by MUSTICO FINANCIAL GROUP, 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).

5. period ended2025-06-30

   13F 12,039 shares

   Change vs previous 13F not available

   0.79% of the 13F portfolio, value $854,696.

   13F-HR 0001376474-25-000728 filed by MUSTICO FINANCIAL GROUP, INC.
   Filed 2025-08-12 (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).