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THRYVE WEALTH MANAGEMENT LLC: PHO position timeline

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

THRYVE WEALTH MANAGEMENT LLC held 0 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -100,872 shares

    13F-HR 0001951757-26-001130 filed by THRYVE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 100,872 shares
    Change vs previous 13F +4,118 shares

    4.5% of the 13F portfolio, value $6,744,302.

    13F-HR 0001951757-26-000868 filed by THRYVE WEALTH 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 96,754 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $6,812,401.

    13F-HR 0001951757-26-000488 filed by THRYVE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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