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Disclosery

Crown Wealth Group, LLC: PHYS position timeline

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

Crown Wealth Group, LLC held 35,982 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,982 shares
    Change vs previous 13F -804 shares

    0.28% of the 13F portfolio, value $1,085,577.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 36,786 shares
    Change vs previous 13F +775 shares

    0.38% of the 13F portfolio, value $1,303,696.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 36,011 shares
    Change vs previous 13F +6,253 shares

    0.33% of the 13F portfolio, value $1,189,083.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 29,758 shares
    Change vs previous 13F +3,395 shares

    0.26% of the 13F portfolio, value $881,432.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 26,363 shares
    Change vs previous 13F +1,295 shares

    0.25% of the 13F portfolio, value $668,302.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 25,068 shares
    Change vs previous 13F -794 shares

    0.31% of the 13F portfolio, value $603,136.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 25,862 shares
    Change vs previous 13F +3,791 shares

    0.21% of the 13F portfolio, value $520,861.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 22,071 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $449,807.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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