Position in PHR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,395,186
-$940,873 QoQ
Shares Held
166,490
+20.6% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $9,116,249 across 4 Health Information Services names. PHR ranks #2 (15.3% of the industry book) .
All Filings in PHR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,395,186 | 166,490 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,336,059 | 138,065 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,892,372 | 122,975 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,229,356 | 113,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,371,201 | 92,770 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,318,619 | 92,155 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,212,567 | 97,085 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,878,850 | 88,625 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,862,352 | 77,825 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $875,996 | 37,840 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $405,356 | 21,700 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $37,212 | 1,200 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||