Position in PHI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$273
+$143 QoQ
Shares Held
13
+116.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Root Financial Partners, LLC holds $1,579,431 across 4 Telecom Services names.
All Filings in PHI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273 | 13 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $130 | 6 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||