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Disclosery

Better Money Decisions, LLC: PHYL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Better Money Decisions, LLC on PHYL, newest first. How the timeline and the estimate are built.

Better Money Decisions, LLC held 14,250 PHYL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 14,250 shares
    Change vs previous 13F -442 shares

    0.31% of the 13F portfolio, value $505,730.

    13F-HR 0001667731-25-001073 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 14,692 shares
    Change vs previous 13F +1,542 shares

    0.34% of the 13F portfolio, value $511,567.

    13F-HR 0001667731-25-000409 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,150 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $456,846.

    13F-HR 0001667731-25-000121 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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