Phillips Edison & Co shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6k | 220 | 34.43 |
| 2025-06-30 | $7.8k | 222 | 35.09 |
| 2025-03-31 | $8.1k | 222 | 36.55 |
| 2024-12-31 | $11k | 298 | 37.62 |
| 2024-09-30 | $11k | 297 | 37.76 |
| 2024-06-30 | $9.7k | 295 | 32.78 |
| 2024-03-31 | $13k | 344 | 36.22 |