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NewEdge Advisors, LLC: PH position timeline

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

NewEdge Advisors, LLC held 17,785 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,785 shares
    Change vs previous 13F +1,309 shares

    0.05% of the 13F portfolio, value $17,395,789.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    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/A 16,476 shares
    Change vs previous 13F -516 shares

    0.05% of the 13F portfolio, value $14,749,210.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    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 16,992 shares
    Change vs previous 13F +1,722 shares

    0.05% of the 13F portfolio, value $14,935,162.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    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 15,270 shares
    Change vs previous 13F -1,915 shares

    0.05% of the 13F portfolio, value $11,577,105.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    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 17,185 shares
    Change vs previous 13F +3,508 shares

    0.06% of the 13F portfolio, value $12,002,762.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    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 13,677 shares
    Change vs previous 13F +618 shares

    0.05% of the 13F portfolio, value $8,313,734.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    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 13,059 shares
    Change vs previous 13F -16 shares

    0.05% of the 13F portfolio, value $8,305,909.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 13,075 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,260,440.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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