Position in PHK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$256,668
+$54,386 QoQ
Shares Held
55,436
+33.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.08%
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 PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $6,318,624 across 9 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
3,474 | $1,593,732 | |
| 2 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,877 | $1,124,643 | |
| 3 | OTF |
Blue Owl Technology Finance Corp.
|
84,723 | $876,883 | |
| 4 | FSK |
FS KKR Capital Corp
|
52,010 | $546,105 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
45,893 | $498,856 | |
| 6 | BX |
Blackstone Inc.
|
4,141 | $487,271 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,075 | $465,783 | |
| 8 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
29,788 | $366,690 |
All Filings in PHK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,668 | 55,436 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $202,282 | 41,622 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||