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Disclosery

Focus Partners Wealth: PHO position timeline

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

Focus Partners Wealth held 64,178 PHO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,178 shares
    Change vs previous 13F +15,552 shares

    <0.01% of the 13F portfolio, value $4,433,510.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 48,626 shares
    Change vs previous 13F -606 shares

    <0.01% of the 13F portfolio, value $3,251,116.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 49,232 shares
    Change vs previous 13F +12,670 shares

    <0.01% of the 13F portfolio, value $3,466,423.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 36,562 shares
    Change vs previous 13F -1,760 shares

    <0.01% of the 13F portfolio, value $2,636,554.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 38,322 shares
    Change vs previous 13F -1,290 shares

    0.01% of the 13F portfolio, value $2,679,184.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 39,612 shares
    Change vs previous 13F -1,582 shares

    0.01% of the 13F portfolio, value $2,555,824.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 41,194 shares
    Change vs previous 13F +1,877 shares

    0.01% of the 13F portfolio, value $2,710,249.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 39,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,773,468.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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