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Disclosery

CWM, LLC: PH position timeline

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

CWM, LLC held 6,432 PH shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,432 shares
    Change vs previous 13F +242 shares

    0.02% of the 13F portfolio, value $5,757,780.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,190 shares
    Change vs previous 13F +1,217 shares

    0.01% of the 13F portfolio, value $5,441,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,973 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $3,770,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,924 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $3,439,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,790 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $2,911,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,627 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $2,943,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,363 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $2,757,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,032,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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