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Disclosery

WFA of San Diego, LLC: PHDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on PHDG, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 48,254 PHDG 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 48,254 shares
    Change vs previous 13F -1,597 shares

    1.66% of the 13F portfolio, value $2,024,230.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 49,851 shares
    Change vs previous 13F +362 shares

    1.51% of the 13F portfolio, value $1,883,666.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 49,489 shares
    Change vs previous 13F -637 shares

    1.36% of the 13F portfolio, value $1,852,899.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 50,126 shares
    Change vs previous 13F +346 shares

    1.27% of the 13F portfolio, value $1,866,884.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 49,780 shares
    Change vs previous 13F -5,554 shares

    1.29% of the 13F portfolio, value $1,756,719.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 55,334 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,114,294.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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