SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: PHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on PHO, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 0 PHO shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -198,306 shares
13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 198,306 shares
Change vs previous 13F not available
27.45% of the 13F portfolio, value $39,472,809.
13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).