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Disclosery

Cerity Partners LLC: PHO position timeline

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

Cerity Partners LLC held 55,621 PHO 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 55,621 shares
    Change vs previous 13F -2,526 shares

    <0.01% of the 13F portfolio, value $3,842,310.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 58,147 shares
    Change vs previous 13F -1,089 shares

    0.01% of the 13F portfolio, value $3,887,767.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 59,236 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $4,174,400.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 59,519 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $4,292,640.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 59,490 shares
    Change vs previous 13F +1,274 shares

    0.01% of the 13F portfolio, value $4,160,323.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 58,216 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $3,756,085.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 58,216 shares
    Change vs previous 13F +1,374 shares

    0.01% of the 13F portfolio, value $3,830,008.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 56,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,009,603.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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