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Disclosery

Advisory Resource Group: PHYL position timeline

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

Advisory Resource Group held 160,895 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,895 shares
    Change vs previous 13F +12,731 shares

    0.84% of the 13F portfolio, value $5,612,018.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 148,164 shares
    Change vs previous 13F +8,312 shares

    0.88% of the 13F portfolio, value $5,130,919.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 139,852 shares
    Change vs previous 13F +7,205 shares

    0.87% of the 13F portfolio, value $4,961,949.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 132,647 shares
    Change vs previous 13F +9,826 shares

    0.85% of the 13F portfolio, value $4,742,130.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 122,821 shares
    Change vs previous 13F +7,135 shares

    0.84% of the 13F portfolio, value $4,358,917.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 115,686 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,028,187.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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