Position in PHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$63,798
-$10,616 QoQ
Shares Held
6,200
-30.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
of 224 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BankPlus Trust Department holds $131,647 across 3 Health Information Services names. PHR ranks #1 (48.5% of the industry book) .
All Filings in PHR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,798 | 6,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $74,414 | 8,880 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $150,249 | 8,880 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $208,857 | 8,880 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,699 | 903 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $23,080 | 903 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $33,940 | 1,349 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||