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Phillips Edison & Co shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Phillips Edison & Co

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All positions including Phillips Edison & Co held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 5.6k 41.62
2026-03-31 $208k 5.5k 37.42

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Sp Telco (XTL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Biot (XBI)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Larry Mathis Financial Planning

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Wellington Management Company
FMR
Geode Capital Management
Canada Pension Plan Investment Board
Charles Schwab Investment Management
Duff & Phelps Investment Management
Dimensional Fund Advisors
Engineers Gate Manager
Goldman Sachs Group
Northern Trust
Nuveen

View all funds holding Phillips Edison & Co