Position in PHK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,549
+$1,379 QoQ
Shares Held
23,723
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#75
of 135 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Valley Financial Group, Inc. holds $487,540 across 4 Asset Management names. PHK ranks #2 (22.7% of the industry book) .
All Filings in PHK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,549 | 23,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,170 | 23,579 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,891 | 16,850 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $81,087 | 16,250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,000 | 16,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,462 | 16,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,975 | 16,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $99,250 | 19,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,677 | 19,850 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||