Skip to content

Wilkinson Global Asset Management LLC: PH position timeline

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

Wilkinson Global Asset Management LLC held 45,756 PH 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 45,756 shares
    Change vs previous 13F -1,045 shares

    3.56% of the 13F portfolio, value $44,754,859.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset Management 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 46,801 shares
    Change vs previous 13F -774 shares

    3.19% of the 13F portfolio, value $41,898,127.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset 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 47,575 shares
    Change vs previous 13F -859 shares

    2.86% of the 13F portfolio, value $41,816,522.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset Management 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 48,434 shares
    Change vs previous 13F +10,653 shares

    2.31% of the 13F portfolio, value $36,720,237.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset Management 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 37,781 shares
    Change vs previous 13F -3,700 shares

    1.66% of the 13F portfolio, value $26,388,895.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global Asset Management 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 41,481 shares
    Change vs previous 13F +1,258 shares

    1.58% of the 13F portfolio, value $25,214,226.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global Asset Management 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 40,223 shares
    Change vs previous 13F +1,130 shares

    1.57% of the 13F portfolio, value $25,583,034.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global Asset Management 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 39,093 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $24,699,739.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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