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Foguth Wealth Management, LLC.: PHYL position timeline

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

Foguth Wealth Management, LLC. held 127,575 PHYL 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 127,575 shares
    Change vs previous 13F +1,215 shares

    0.51% of the 13F portfolio, value $4,452,363.

    13F-HR 0002016322-26-000007 filed by Foguth 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 126,360 shares
    Change vs previous 13F -44,457 shares

    0.52% of the 13F portfolio, value $4,426,401.

    13F-HR 0002016322-26-000006 filed by Foguth 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 170,817 shares
    Change vs previous 13F +9,817 shares

    0.94% of the 13F portfolio, value $6,062,301.

    13F-HR 0002016322-26-000001 filed by Foguth 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 ended2025-06-30
    13F 161,000 shares
    Change vs previous 13F -35,687 shares

    1.22% of the 13F portfolio, value $5,713,895.

    13F-HR 0002016322-25-000008 filed by Foguth 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 ended2025-03-31
    13F 196,687 shares
    Change vs previous 13F +111,288 shares

    1.66% of the 13F portfolio, value $6,848,637.

    13F-HR 0002016322-25-000006 filed by Foguth 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 ended2024-12-31
    13F 85,399 shares
    Change vs previous 13F +20,762 shares

    0.79% of the 13F portfolio, value $3,008,553.

    13F-HR 0002016322-25-000002 filed by Foguth 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 ended2024-09-30
    13F 64,637 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,282,329.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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