Position in PHK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$92,789
+$26,743 QoQ
Shares Held
19,912
+39.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#86
of 135 holders
Holding Since
Dec 2025
3 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, 2026Strategic Financial Partners, Ltd. holds $652,216 across 3 Asset Management names. PHK ranks #3 (14.2% of the industry book) .
All Filings in PHK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,789 | 19,912 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $66,046 | 14,265 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $67,738 | 13,938 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||