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SeaCrest Wealth Management, LLC: PHO position timeline

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

SeaCrest Wealth Management, LLC held 29,875 PHO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,875 shares
    Change vs previous 13F +13,375 shares

    0.23% of the 13F portfolio, value $2,063,765.

    13F-HR 0001951757-26-000948 filed by SeaCrest Wealth 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 16,500 shares
    Change vs previous 13F -3,936 shares

    0.12% of the 13F portfolio, value $1,103,190.

    13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, 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 20,436 shares
    Change vs previous 13F +1,599 shares

    0.15% of the 13F portfolio, value $1,454,802.

    13F-HR 0001951757-26-000045 filed by SeaCrest Wealth 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 ended2025-09-30
    13F 18,837 shares
    Change vs previous 13F -4,071 shares

    0.15% of the 13F portfolio, value $1,386,403.

    13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, 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 22,908 shares
    Change vs previous 13F -813 shares

    0.17% of the 13F portfolio, value $1,601,498.

    13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, 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 23,721 shares
    Change vs previous 13F -111 shares

    0.17% of the 13F portfolio, value $1,530,479.

    13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, 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 23,832 shares
    Change vs previous 13F -1,290 shares

    0.16% of the 13F portfolio, value $1,567,907.

    13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, 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 25,122 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,772,106.

    13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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