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PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC: PH position timeline

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

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held 3,586 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,586 shares
    Change vs previous 13F +77 shares

    0.42% of the 13F portfolio, value $3,507,538.

    13F-HR 0001765380-26-000275 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 3,509 shares
    Change vs previous 13F -143 shares

    0.41% of the 13F portfolio, value $3,141,397.

    13F-HR 0001765380-26-000142 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 3,652 shares
    Change vs previous 13F +117 shares

    0.42% of the 13F portfolio, value $3,209,962.

    13F-HR 0001765380-26-000088 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 3,535 shares
    Change vs previous 13F +3,535 shares

    0.35% of the 13F portfolio, value $2,680,060.

    13F-HR 0001765380-25-000460 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 0 shares
    Change vs previous 13F -4,643 shares

    13F-HR 0001765380-25-000324 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 4,643 shares
    Change vs previous 13F -988 shares

    0.41% of the 13F portfolio, value $2,822,248.

    13F-HR 0001765380-25-000156 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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 5,631 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,581,485.

    13F-HR 0001765380-25-000132 filed by PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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