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Disclosery

CWM, LLC: PHO position timeline

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

CWM, LLC held 180,133 PHO 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 180,133 shares
    Change vs previous 13F +39,942 shares

    0.03% of the 13F portfolio, value $12,043,723.

    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 140,191 shares
    Change vs previous 13F +6,671 shares

    0.03% of the 13F portfolio, value $9,871,000.

    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 133,520 shares
    Change vs previous 13F +766 shares

    0.03% of the 13F portfolio, value $9,628,000.

    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 132,754 shares
    Change vs previous 13F -607 shares

    0.03% of the 13F portfolio, value $9,281,000.

    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 133,361 shares
    Change vs previous 13F +8,042 shares

    0.03% of the 13F portfolio, value $8,604,000.

    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 125,319 shares
    Change vs previous 13F +4,879 shares

    0.03% of the 13F portfolio, value $8,245,000.

    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 120,440 shares
    Change vs previous 13F +5,319 shares

    0.04% of the 13F portfolio, value $8,496,000.

    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 115,121 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,472,000.

    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).