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FLP Wealth Management, LLC: PHYS position timeline

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

FLP Wealth Management, LLC held 57,136 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,136 shares
    Change vs previous 13F +26,768 shares

    3.07% of the 13F portfolio, value $1,723,793.

    13F-HR 0002052024-26-000001 filed by FLP Wealth Management, 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/A 30,368 shares
    Change vs previous 13F -29,106 shares

    2.22% of the 13F portfolio, value $1,076,242.

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, 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 59,474 shares
    Change vs previous 13F 0 shares

    4.65% of the 13F portfolio, value $1,963,831.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, 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/A 59,474 shares
    Change vs previous 13F 0 shares

    4.96% of the 13F portfolio, value $1,761,620.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, 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 59,474 shares
    Change vs previous 13F 0 shares

    4.23% of the 13F portfolio, value $1,507,666.

    13F-HR 0001214659-25-014443 filed by FLP Wealth Management, 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 59,474 shares
    Change vs previous 13F +8,936 shares

    4.55% of the 13F portfolio, value $1,430,944.

    13F-HR 0001214659-25-010410 filed by FLP Wealth Management, 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 50,538 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $1,017,835.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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