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Prism Advisors, Inc.: PHO position timeline

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

Prism Advisors, Inc. held 176,546 PHO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 176,546 shares
    Change vs previous 13F -2,576 shares

    3.02% of the 13F portfolio, value $12,031,610.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 179,122 shares
    Change vs previous 13F -7,306 shares

    3.01% of the 13F portfolio, value $12,373,748.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 186,428 shares
    Change vs previous 13F +19,912 shares

    3.33% of the 13F portfolio, value $12,464,576.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 166,516 shares
    Change vs previous 13F -425 shares

    3.13% of the 13F portfolio, value $11,724,308.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 166,941 shares
    Change vs previous 13F +3,923 shares

    3.25% of the 13F portfolio, value $12,038,116.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 163,018 shares
    Change vs previous 13F -34,524 shares

    3.25% of the 13F portfolio, value $11,396,588.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 197,542 shares
    Change vs previous 13F -8,810 shares

    3.92% of the 13F portfolio, value $12,745,410.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 206,352 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $13,575,898.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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