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NewEdge Advisors, LLC: PHO position timeline

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

NewEdge Advisors, LLC held 18,276 PHO 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 18,276 shares
    Change vs previous 13F +1,243 shares

    <0.01% of the 13F portfolio, value $1,262,507.

    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 17,033 shares
    Change vs previous 13F -3,800 shares

    <0.01% of the 13F portfolio, value $1,138,802.

    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 20,833 shares
    Change vs previous 13F +1,810 shares

    0.01% of the 13F portfolio, value $1,466,902.

    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 19,023 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $1,371,733.

    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 18,515 shares
    Change vs previous 13F +1,535 shares

    0.01% of the 13F portfolio, value $1,294,383.

    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 16,980 shares
    Change vs previous 13F +853 shares

    0.01% of the 13F portfolio, value $1,095,559.

    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 16,127 shares
    Change vs previous 13F -322 shares

    0.01% of the 13F portfolio, value $1,060,963.

    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 16,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,160,291.

    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).