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Pinion Investment Advisors, LLC: PH position timeline

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

Pinion Investment Advisors, LLC held 285 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285 shares
    Change vs previous 13F -186 shares

    0.05% of the 13F portfolio, value $278,764.

    13F-HR 0001738738-26-000005 filed by Pinion Investment 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 471 shares
    Change vs previous 13F -23 shares

    0.1% of the 13F portfolio, value $421,658.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 494 shares
    Change vs previous 13F -26 shares

    0.11% of the 13F portfolio, value $434,206.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 520 shares
    Change vs previous 13F -177 shares

    0.11% of the 13F portfolio, value $401,440.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 697 shares
    Change vs previous 13F -23 shares

    0.17% of the 13F portfolio, value $486,834.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 720 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $437,652.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 720 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $457,942.

    13F-HR 0001738738-25-000001 filed by Pinion Investment 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 721 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $455,543.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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