Position in PHK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$80,798
-$11,381 QoQ
Shares Held
17,451
-8.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STEINBERGANNA WEALTH MANAGEMENT holds $871,264 across 3 Asset Management names. PHK ranks #3 (9.3% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,798 | 17,451 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $92,179 | 18,967 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $94,311 | 18,900 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||