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Kestra Advisory Services, LLC: PHK position timeline

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

Kestra Advisory Services, LLC held 305,337 PHK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,337 shares
    Change vs previous 13F -2,199 shares

    <0.01% of the 13F portfolio, value $1,422,872.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    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 307,536 shares
    Change vs previous 13F -88,281 shares

    0.01% of the 13F portfolio, value $1,423,892.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 395,817 shares
    Change vs previous 13F +63,905 shares

    0.01% of the 13F portfolio, value $1,923,671.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 331,912 shares
    Change vs previous 13F -52,830 shares

    0.01% of the 13F portfolio, value $1,656,243.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 384,742 shares
    Change vs previous 13F +4,075 shares

    0.01% of the 13F portfolio, value $1,846,763.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    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 380,667 shares
    Change vs previous 13F -23,866 shares

    0.01% of the 13F portfolio, value $1,861,462.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 380,667 shares

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

  7. period ended2024-12-31
    13F 404,533 shares
    Change vs previous 13F +184,712 shares

    0.01% of the 13F portfolio, value $1,984,963.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,088 shares
    • Kestra Advisory Services, LLC: 394,445 shares

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

  8. period ended2024-09-30
    13F 219,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,099,105.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,088 shares
    • Kestra Advisory Services, LLC: 209,733 shares

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