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Vestmark Advisory Solutions, Inc.: PH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on PH, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 12,205 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,205 shares
    Change vs previous 13F -407 shares

    0.11% of the 13F portfolio, value $11,937,607.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 12,612 shares
    Change vs previous 13F +6,495 shares

    0.13% of the 13F portfolio, value $11,291,466.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 6,117 shares
    Change vs previous 13F +642 shares

    0.07% of the 13F portfolio, value $5,376,716.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 5,475 shares
    Change vs previous 13F +533 shares

    0.08% of the 13F portfolio, value $4,150,500.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 4,942 shares
    Change vs previous 13F -4,699 shares

    0.05% of the 13F portfolio, value $3,451,842.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 9,641 shares
    Change vs previous 13F +4,985 shares

    0.15% of the 13F portfolio, value $5,860,284.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 4,656 shares
    Change vs previous 13F +316 shares

    0.1% of the 13F portfolio, value $2,961,359.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, 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 4,340 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,742,099.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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