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Disclosery

Ellenbecker Investment Group: PHYL position timeline

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

Ellenbecker Investment Group held 225,923 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,923 shares
    Change vs previous 13F +43,320 shares

    0.92% of the 13F portfolio, value $7,880,195.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 182,603 shares
    Change vs previous 13F +28,229 shares

    0.85% of the 13F portfolio, value $6,323,553.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 154,374 shares
    Change vs previous 13F +32,745 shares

    0.77% of the 13F portfolio, value $5,477,192.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 121,629 shares
    Change vs previous 13F +26,885 shares

    0.64% of the 13F portfolio, value $4,348,260.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 94,744 shares
    Change vs previous 13F +18,363 shares

    0.54% of the 13F portfolio, value $3,362,497.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 76,381 shares
    Change vs previous 13F +28,317 shares

    0.48% of the 13F portfolio, value $2,659,609.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 48,064 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,669,747.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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