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Brookwood Investment Group LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookwood Investment Group LLC on PHYS, newest first. How the timeline and the estimate are built.

Brookwood Investment Group LLC held 43,309 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,309 shares
    Change vs previous 13F +2,013 shares

    0.15% of the 13F portfolio, value $1,306,629.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group LLC
    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 41,296 shares
    Change vs previous 13F -18,509 shares

    0.19% of the 13F portfolio, value $1,463,526.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group LLC
    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 59,805 shares
    Change vs previous 13F +19,237 shares

    0.24% of the 13F portfolio, value $1,974,766.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group LLC
    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 40,568 shares
    Change vs previous 13F +3,434 shares

    0.16% of the 13F portfolio, value $1,201,624.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group LLC
    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 37,134 shares
    Change vs previous 13F -1,881 shares

    0.15% of the 13F portfolio, value $941,347.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group LLC
    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 39,015 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $938,713.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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