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PHILLIPS FINANCIAL MANAGEMENT, LLC → HKHC
PHILLIPS FINANCIAL MANAGEMENT, LLC HKHC Position History
Horizon Kinetics Holding Corporation • Financial Services
Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $930K |
| Q4 2025 | $925K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 20.8K | — | — |
| Q2 2026 | $1.1M | 21.8K | — | — |
| Q1 2026 | $1.1M | 20.8K | — | — |
| Q4 2025 | $925K | 20.8K | — | — |
| Q3 2025 | $930K | 20.8K | — | — |
Other funds holding HKHC
$166.6M
$138.9M
$19.6M
$16.2M
$14.5M