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Disclosery

Smith Group Asset Management, LLC: PH position timeline

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

Smith Group Asset Management, LLC held 86,851 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 86,851 shares
    Change vs previous 13F +5,770 shares

    3.46% of the 13F portfolio, value $84,950,700.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset 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 81,081 shares
    Change vs previous 13F +8,601 shares

    3.7% of the 13F portfolio, value $72,586,954.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset 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 72,480 shares
    Change vs previous 13F +1,323 shares

    3.38% of the 13F portfolio, value $63,707,021.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset 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 71,157 shares
    Change vs previous 13F +3,666 shares

    3.1% of the 13F portfolio, value $53,947,680.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset 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 67,491 shares
    Change vs previous 13F +1,135 shares

    3.09% of the 13F portfolio, value $47,140,439.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset 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 66,356 shares
    Change vs previous 13F +2,922 shares

    3.02% of the 13F portfolio, value $40,334,495.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset 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 63,434 shares
    Change vs previous 13F +415 shares

    2.97% of the 13F portfolio, value $40,345,927.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset 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 63,019 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $39,816,665.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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