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Steward Partners Investment Advisory, LLC: PHO position timeline

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

Steward Partners Investment Advisory, LLC held 21,751 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,751 shares
    Change vs previous 13F -2,112 shares

    0.01% of the 13F portfolio, value $1,502,559.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 23,863 shares
    Change vs previous 13F -1,025 shares

    0.01% of the 13F portfolio, value $1,595,480.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 24,888 shares
    Change vs previous 13F -1,632 shares

    0.01% of the 13F portfolio, value $1,752,352.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 26,520 shares
    Change vs previous 13F -1,036 shares

    0.01% of the 13F portfolio, value $1,912,357.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 27,556 shares
    Change vs previous 13F +1,075 shares

    0.02% of the 13F portfolio, value $1,926,440.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 26,481 shares
    Change vs previous 13F -234 shares

    0.02% of the 13F portfolio, value $1,708,554.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 26,715 shares
    Change vs previous 13F +3,969 shares

    0.02% of the 13F portfolio, value $1,757,580.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 22,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,604,503.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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