Phillips Edison & Co shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Phillips Edison & Co
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All positions including Phillips Edison & Co held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips Edison & Co by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.8M | 108k | 35.03 |
| 2025-03-31 | $2.7M | 74k | 36.49 |
| 2022-12-31 | $245k | 7.7k | 31.84 |
| 2022-09-30 | $223k | 7.9k | 28.08 |
| 2022-06-30 | $292k | 8.7k | 33.42 |
| 2022-03-31 | $313k | 9.1k | 34.21 |
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