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Kestra Advisory Services, LLC: PHO position timeline

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

Kestra Advisory Services, LLC held 76,069 PHO 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 76,069 shares
    Change vs previous 13F -8,767 shares

    0.02% of the 13F portfolio, value $5,254,879.

    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 84,836 shares
    Change vs previous 13F +9,566 shares

    0.02% of the 13F portfolio, value $5,672,132.

    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 75,270 shares
    Change vs previous 13F +1,668 shares

    0.02% of the 13F portfolio, value $5,299,741.

    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 73,602 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $5,307,450.

    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 74,704 shares
    Change vs previous 13F +2,832 shares

    0.03% of the 13F portfolio, value $5,222,576.

    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/A 71,872 shares
    Change vs previous 13F -4,026 shares

    0.02% of the 13F portfolio, value $4,637,181.

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

    • Kestra Advisory Services, LLC: 71,872 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 75,898 shares
    Change vs previous 13F +2,906 shares

    0.02% of the 13F portfolio, value $4,993,329.

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

    • Kestra Advisory Services, LLC: 75,333 shares
    • Kestra Investment Management, LLC: 565 shares

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

  8. period ended2024-09-30
    13F 72,992 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,148,850.

    13F-HR 0001830819-24-000009 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).