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Disclosery

Spire Wealth Management: PHO position timeline

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

Spire Wealth Management held 15,385 PHO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,385 shares
    Change vs previous 13F -49 shares

    0.03% of the 13F portfolio, value $1,062,788.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 15,434 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $1,031,887.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 15,432 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $1,086,586.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 15,131 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $1,091,132.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 15,431 shares
    Change vs previous 13F -669 shares

    0.04% of the 13F portfolio, value $1,078,747.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 16,100 shares
    Change vs previous 13F +41 shares

    0.03% of the 13F portfolio, value $1,038,796.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 16,059 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $1,056,538.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 16,058 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,132,750.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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