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Disclosery

Verity Asset Management, Inc.: PHO position timeline

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

Verity Asset Management, Inc. held 33,126 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 33,126 shares
    Change vs previous 13F +397 shares

    0.87% of the 13F portfolio, value $2,288,344.

    13F-HR 0001597298-26-000003 filed by Verity Asset 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 32,729 shares
    Change vs previous 13F +3,156 shares

    0.92% of the 13F portfolio, value $2,188,261.

    13F-HR 0001597298-26-000002 filed by Verity Asset 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 29,573 shares
    Change vs previous 13F +1,597 shares

    0.89% of the 13F portfolio, value $2,082,220.

    13F-HR 0001597298-26-000001 filed by Verity Asset 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 27,976 shares
    Change vs previous 13F +955 shares

    0.66% of the 13F portfolio, value $2,017,349.

    13F-HR 0001597298-25-000005 filed by Verity Asset 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 27,021 shares
    Change vs previous 13F -597 shares

    0.9% of the 13F portfolio, value $1,889,038.

    13F-HR 0001597298-25-000004 filed by Verity Asset 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 27,618 shares
    Change vs previous 13F +178 shares

    0.73% of the 13F portfolio, value $1,781,913.

    13F-HR 0001597298-25-000002 filed by Verity Asset Management, Inc.
    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 27,440 shares
    Change vs previous 13F -4,497 shares

    1.02% of the 13F portfolio, value $1,805,278.

    13F-HR 0001597298-25-000001 filed by Verity Asset Management, Inc.
    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 31,937 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,252,836.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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