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Disclosery

NewEdge Wealth, LLC: PH position timeline

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

NewEdge Wealth, LLC held 12,056 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,056 shares
    Change vs previous 13F +750 shares

    0.12% of the 13F portfolio, value $11,792,627.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 11,306 shares
    Change vs previous 13F -2,404 shares

    0.12% of the 13F portfolio, value $10,121,854.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 13,710 shares
    Change vs previous 13F +2,372 shares

    0.14% of the 13F portfolio, value $12,050,979.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 11,338 shares
    Change vs previous 13F -531 shares

    0.13% of the 13F portfolio, value $8,777,045.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 11,869 shares
    Change vs previous 13F -223 shares

    0.13% of the 13F portfolio, value $8,609,272.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 12,092 shares
    Change vs previous 13F +72 shares

    0.13% of the 13F portfolio, value $7,349,926.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 12,020 shares
    Change vs previous 13F +1,086 shares

    0.13% of the 13F portfolio, value $7,645,294.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 10,934 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,908,135.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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