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Disclosery

WT Wealth Management: PPH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on PPH, newest first. How the timeline and the estimate are built.

WT Wealth Management held 53,786 PPH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,786 shares
    Change vs previous 13F +3,402 shares

    1.63% of the 13F portfolio, value $5,881,539.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 50,384 shares
    Change vs previous 13F +8,252 shares

    1.56% of the 13F portfolio, value $5,233,884.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 42,132 shares
    Change vs previous 13F -3,496 shares

    1.25% of the 13F portfolio, value $4,346,291.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 45,628 shares
    Change vs previous 13F -969 shares

    1.19% of the 13F portfolio, value $4,122,965.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 46,597 shares
    Change vs previous 13F -5,095 shares

    1.21% of the 13F portfolio, value $4,098,706.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 51,692 shares
    Change vs previous 13F -4,998 shares

    1.53% of the 13F portfolio, value $4,710,686.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 56,690 shares
    Change vs previous 13F +3,030 shares

    1.54% of the 13F portfolio, value $4,891,226.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 53,660 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $5,080,009.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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