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Rafferty Asset Management, LLC: PHAT position timeline

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

Rafferty Asset Management, LLC held 12,756 PHAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,756 shares
    Change vs previous 13F +12,756 shares

    <0.01% of the 13F portfolio, value $138,403.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 0 shares
    Change vs previous 13F -13,855 shares

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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.

  3. period ended2025-12-31
    13F 13,855 shares
    Change vs previous 13F +13,855 shares

    <0.01% of the 13F portfolio, value $229,854.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,113 shares

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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.

  5. period ended2024-12-31
    13F 11,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,238.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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