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Disclosery

Wayfinding Financial, LLC: PHEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wayfinding Financial, LLC on PHEQ, newest first. How the timeline and the estimate are built.

Wayfinding Financial, LLC held 93,892 PHEQ 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 93,892 shares
    Change vs previous 13F -38,171 shares

    1.23% of the 13F portfolio, value $3,245,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 132,063 shares
    Change vs previous 13F -2,240 shares

    1.83% of the 13F portfolio, value $4,220,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 134,303 shares
    Change vs previous 13F +766 shares

    1.85% of the 13F portfolio, value $4,374,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 133,537 shares
    Change vs previous 13F -35 shares

    1.84% of the 13F portfolio, value $4,275,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 133,572 shares
    Change vs previous 13F -827 shares

    1.86% of the 13F portfolio, value $4,157,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 134,399 shares
    Change vs previous 13F +83,115 shares

    1.68% of the 13F portfolio, value $3,844,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, 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 51,284 shares
    Change vs previous 13F -101 shares

    0.81% of the 13F portfolio, value $1,513,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, 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 51,385 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,475,000.

    13F-HR 0001898131-24-000002 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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