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Disclosery

Entruity Wealth, LLC: PHYS position timeline

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

Entruity Wealth, LLC held 142,351 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,351 shares
    Change vs previous 13F -2,564 shares

    2.78% of the 13F portfolio, value $4,294,718.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, 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 144,915 shares
    Change vs previous 13F +2,070 shares

    3.49% of the 13F portfolio, value $5,135,795.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, 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 142,845 shares
    Change vs previous 13F -17,173 shares

    3.36% of the 13F portfolio, value $4,716,742.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, 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 160,018 shares
    Change vs previous 13F +4,946 shares

    3.68% of the 13F portfolio, value $4,739,733.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, 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 155,072 shares
    Change vs previous 13F +2,329 shares

    3.34% of the 13F portfolio, value $3,931,075.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, 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 152,743 shares
    Change vs previous 13F -4,620 shares

    3.46% of the 13F portfolio, value $3,674,997.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, 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 157,363 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $3,169,291.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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