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Savvy Advisors, Inc.: PHEQ position timeline

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

Savvy Advisors, Inc. held 22,741 PHEQ 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 22,741 shares
    Change vs previous 13F +207 shares

    0.02% of the 13F portfolio, value $786,191.

    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 22,534 shares
    Change vs previous 13F +972 shares

    0.02% of the 13F portfolio, value $720,136.

    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 21,562 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $702,260.

    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 21,553 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $690,015.

    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 21,553 shares
    Change vs previous 13F +1,895 shares

    0.04% of the 13F portfolio, value $661,000.

    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 19,658 shares
    Change vs previous 13F +5,848 shares

    0.06% of the 13F portfolio, value $562,350.

    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 13,810 shares
    Change vs previous 13F +823 shares

    0.05% of the 13F portfolio, value $407,469.

    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 12,987 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $372,857.

    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).