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RFG Advisory, LLC: PH position timeline

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

RFG Advisory, LLC held 3,753 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,753 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $3,670,504.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 3,740 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $3,347,866.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 3,728 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $3,277,172.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 3,678 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $2,788,690.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 3,691 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $2,578,150.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 3,669 shares
    Change vs previous 13F -3,184 shares

    0.06% of the 13F portfolio, value $2,230,374.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 6,853 shares
    Change vs previous 13F +216 shares

    0.12% of the 13F portfolio, value $4,358,784.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 6,637 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,193,431.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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