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Disclosery

TFC Financial Management, Inc.: PHO position timeline

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

TFC Financial Management, Inc. held 1,776 PHO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,776 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $122,693.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 1,773 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $118,539.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 1,770 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $124,638.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 2,018 shares
    Change vs previous 13F +252 shares

    0.02% of the 13F portfolio, value $145,528.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 1,766 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $123,448.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 1,763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $113,756.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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