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Disclosery

Corient Private Wealth LP: PHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on PHO, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 18,635 PHO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,635 shares
    Change vs previous 13F -611 shares

    <0.01% of the 13F portfolio, value $1,287,331.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 19,246 shares
    Change vs previous 13F -2,634 shares

    <0.01% of the 13F portfolio, value $1,286,772.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 21,880 shares
    Change vs previous 13F +3,188 shares

    <0.01% of the 13F portfolio, value $1,541,926.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 18,692 shares
    Change vs previous 13F -1,226 shares

    <0.01% of the 13F portfolio, value $1,347,871.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 19,918 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $1,392,498.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 20,358 shares
    Change vs previous 13F -497 shares

    <0.01% of the 13F portfolio, value $1,313,538.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 20,855 shares
    Change vs previous 13F +835 shares

    <0.01% of the 13F portfolio, value $1,372,072.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 20,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,412,223.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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