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Disclosery

Adams Wealth Management: PHYL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on PHYL, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 155,126 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,126 shares
    Change vs previous 13F +6,033 shares

    1.04% of the 13F portfolio, value $5,410,795.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,093 shares
    Change vs previous 13F +2,016 shares

    1.13% of the 13F portfolio, value $5,163,091.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 147,077 shares
    Change vs previous 13F -694 shares

    1.11% of the 13F portfolio, value $5,218,292.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,771 shares
    Change vs previous 13F -1,012 shares

    1.13% of the 13F portfolio, value $5,282,813.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 148,783 shares
    Change vs previous 13F +13,705 shares

    1.01% of the 13F portfolio, value $5,280,309.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 135,078 shares
    Change vs previous 13F +2,210 shares

    0.92% of the 13F portfolio, value $4,703,428.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 132,868 shares
    Change vs previous 13F +17,601 shares

    0.88% of the 13F portfolio, value $4,615,817.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 115,267 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,126,852.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).