Back to HKHC
Philip James Wealth Mangement, LLC → HKHC
Philip James Wealth Mangement, LLC HKHC Position History
Horizon Kinetics Holding Corporation • Financial Services
Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.6M |
| Q1 2026 | $5.3M |
| Q2 2026 | $4.9M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 96.8K | — | — |
| Q2 2026 | $4.9M | 98.7K | — | — |
| Q1 2026 | $5.3M | 102.1K | — | — |
| Q4 2025 | $6.6M | 148.0K | — | — |
Other funds holding HKHC
$166.6M
$138.9M
$19.6M
$16.2M
$14.5M