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Disclosery

Fiduciary Trust Co: PHAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Trust Co on PHAT, newest first. How the timeline and the estimate are built.

Fiduciary Trust Co held 35,731 PHAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,731 shares
    Change vs previous 13F +17,664 shares

    <0.01% of the 13F portfolio, value $387,681.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 18,067 shares
    Change vs previous 13F +2,027 shares

    <0.01% of the 13F portfolio, value $200,724.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 16,040 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $266,104.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 16,115 shares
    Change vs previous 13F +5,210 shares

    <0.01% of the 13F portfolio, value $189,674.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 10,905 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $104,579.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 10,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $68,374.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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