Question 1

Does LPL Financial own PHEQ stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 309,167 shares of PHEQ, worth $10.7M.

Question 2

How many shares of PHEQ does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 309,167 shares of PHEQ.

Question 3

What is LPL Financial's PHEQ position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's PHEQ position is worth $10.7M.

Question 4

Is LPL Financial buying or selling PHEQ?

Accepted Answer

In Q2 2026, LPL Financial increased its PHEQ position by 66,462 shares (+27.4%).

Question 5

When did LPL Financial first buy PHEQ?

Accepted Answer

LPL Financial first reported PHEQ in its Q2 2025 13F and has listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	309,167	+27.4%	$10.7M	0.0%	$34.57	34
2026-Q1	Increased	242,705	+26.8%	$7.8M	0.0%	$32.43	34
2025-Q4	Increased	191,365	+105.3%	$6.2M	0.0%	$32.65	44
2025-Q3	Increased	93,211	+57.1%	$3M	0.0%	$31.79	37
2025-Q2	New	59,329	-	$1.8M	0.0%	$30.32	36

PHEQ5 quarters

PHEQ
5 quarters