Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- Latest filing
- Aug 14, 2026
PECO holding history
Phillips Edison & Company, Inc. in every 13F filed by Plotkin Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PECO overviewAll 13F holders of PECOFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −7,173−100.0% | Sold out | Holders |
| Q4 2025 | 7,173 | $255.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 7,173 | $246.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 7,173 | $251.3K | 0.1% | −131−1.8% | Reduced | Holders |
| Q1 2025 | 7,304 | $266.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 7,304 | $273.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 7,304 | $275.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 7,304 | $238.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 7,304 | $262.0K | 0.2% | −139−1.9% | Reduced | Holders |
| Q4 2023 | 7,443 | $271.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2023 | 7,443 | $249.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 7,443 | $253.7K | 0.2% | −200−2.6% | Reduced | Holders |
| Q1 2023 | 7,643 | $249.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,643 | $243.4K | 0.2% | −318−4.0% | Reduced | Holders |
| Q3 2022 | 7,961 | $223.3K | 0.2% | −1,789−18.3% | Reduced | Holders |
| Q2 2022 | 9,750 | $325.7K | 0.3% | −17,067−63.6% | Reduced | Holders |
| Q1 2022 | 26,817 | $922.2K | 0.6% | +26,817 | New | Holders |