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EARNED WEALTH ADVISORS, LLC: PHYL position timeline

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

EARNED WEALTH ADVISORS, LLC held 132,951 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,951 shares
    Change vs previous 13F +24,327 shares

    0.3% of the 13F portfolio, value $4,637,330.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, 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 108,624 shares
    Change vs previous 13F +22,511 shares

    0.25% of the 13F portfolio, value $3,761,657.

    13F-HR 0001905663-26-000005 filed by EARNED WEALTH ADVISORS, 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/A 86,113 shares
    Change vs previous 13F +20,643 shares

    0.22% of the 13F portfolio, value $3,055,273.

    13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH ADVISORS, 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 65,470 shares
    Change vs previous 13F +13,519 shares

    0.39% of the 13F portfolio, value $2,340,535.

    13F-HR 0001905663-25-000009 filed by EARNED WEALTH ADVISORS, 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 51,951 shares
    Change vs previous 13F +18,820 shares

    0.36% of the 13F portfolio, value $1,843,743.

    13F-HR 0001905663-25-000007 filed by EARNED WEALTH ADVISORS, 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 33,131 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,153,618.

    13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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