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SMA Capital LLC: PH position timeline

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

SMA Capital LLC held 11,000 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,000 shares
    Change vs previous 13F -2,940 shares

    4.52% of the 13F portfolio, value $10,759,320.

    13F-HR 0002075338-26-000006 filed by SMA Capital 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 13,940 shares
    Change vs previous 13F +5,411 shares

    5.39% of the 13F portfolio, value $12,479,646.

    13F-HR 0002075338-26-000005 filed by SMA Capital 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 8,529 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $7,496,650.

    13F-HR 0002075338-26-000003 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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