Beacon Financial Advisory LLC: PHYS position timeline

Beacon Financial Advisory LLC held 11,027 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,027 shares

   Change vs previous 13F -300 shares

   0.07% of the 13F portfolio, value $332,685.

   13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,327 shares

   Change vs previous 13F -37 shares

   0.09% of the 13F portfolio, value $401,429.

   13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,364 shares

   Change vs previous 13F +2,786 shares

   0.09% of the 13F portfolio, value $375,239.

   13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,578 shares

   Change vs previous 13F +180 shares

   0.06% of the 13F portfolio, value $254,080.

   13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,398 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $212,889.

   13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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