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Disclosery

Penn Mutual Asset Management: PHAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Penn Mutual Asset Management on PHAT, newest first. How the timeline and the estimate are built.

Penn Mutual Asset Management held 62,802 PHAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,802 shares
    Change vs previous 13F 0 shares

    3.5% of the 13F portfolio, value $681,402.

    13F-HR 0001193125-26-315380 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    3.57% of the 13F portfolio, value $697,730.

    13F-HR 0001193125-26-214271 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,041,885.

    13F-HR 0001193125-26-021156 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $739,180.

    13F-HR 0001193125-25-306544 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $602,271.

    13F-HR 0000950123-25-008382 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $393,769.

    13F-HR 0000950123-25-004920 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $509,952.

    13F-HR 0000950123-25-002710 filed by Penn Mutual Asset Management
    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 62,802 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $1,135,460.

    13F-HR 0000950123-24-011752 filed by Penn Mutual Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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