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Disclosery

Bruce G. Allen Investments, LLC: PHYS position timeline

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

Bruce G. Allen Investments, LLC held 114,835 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,835 shares
    Change vs previous 13F +1,770 shares

    2.21% of the 13F portfolio, value $3,464,572.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 113,065 shares
    Change vs previous 13F -19,239 shares

    2.62% of the 13F portfolio, value $4,007,024.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 132,304 shares
    Change vs previous 13F -14,244 shares

    2.95% of the 13F portfolio, value $4,368,678.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 146,548 shares
    Change vs previous 13F -768 shares

    3.11% of the 13F portfolio, value $4,340,752.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 147,316 shares
    Change vs previous 13F -10,395 shares

    2.83% of the 13F portfolio, value $3,734,461.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 157,711 shares
    Change vs previous 13F -16,589 shares

    3% of the 13F portfolio, value $3,794,527.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, LLC
    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 174,300 shares
    Change vs previous 13F -16,382 shares

    2.85% of the 13F portfolio, value $3,510,402.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    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 190,682 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $3,886,099.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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