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Savvy Advisors, Inc.: PH position timeline

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

Savvy Advisors, Inc. held 2,381 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,381 shares
    Change vs previous 13F +136 shares

    0.05% of the 13F portfolio, value $2,328,992.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 2,245 shares
    Change vs previous 13F +201 shares

    0.05% of the 13F portfolio, value $2,009,548.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 2,044 shares
    Change vs previous 13F +265 shares

    0.06% of the 13F portfolio, value $1,796,211.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 1,779 shares
    Change vs previous 13F +361 shares

    0.06% of the 13F portfolio, value $1,348,385.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 1,418 shares
    Change vs previous 13F +346 shares

    0.07% of the 13F portfolio, value $990,744.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 1,072 shares
    Change vs previous 13F +317 shares

    0.07% of the 13F portfolio, value $651,853.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 755 shares
    Change vs previous 13F +94 shares

    0.06% of the 13F portfolio, value $480,203.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 661 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $417,633.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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