Allworth Financial LP
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,305 | 888 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $4,862 | 260 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $12,968 | 596 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $7,676 | 351 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $9,480 | 428 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $11,101 | 413 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $10,143 | 413 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $10,184 | 413 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $9,184 | 392 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $599 | 29 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $3,318 | 142 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $2,853 | 113 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $1,732 | 76 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $3,997 | 158 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $5,536 | 182 | Shares | Sole | 2022-07-13 |