Wagner Wealth Management, LLC
Holdings in PHK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $79,261 | 16,309 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $81,381 | 16,309 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $78,283 | 16,309 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $79,751 | 16,309 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $79,261 | 16,309 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $81,545 | 16,309 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $85,453 | 17,729 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $87,581 | 17,729 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $88,467 | 17,729 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $78,362 | 17,729 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $88,645 | 17,729 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $94,107 | 19,729 | Shares | Sole | 2023-05-17 |
| 2022-12-31 | $128,793 | 27,229 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $127,079 | 27,329 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $145,809 | 28,203 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $175,457 | 30,356 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $507,067 | 82,450 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $521,704 | 83,074 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $651,681 | 95,275 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $654,689 | 97,135 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $586,704 | 96,976 | Shares | Sole | 2021-02-09 |