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Disclosery

Freedom Financial Partners LLC: PHYL position timeline

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

Freedom Financial Partners LLC held 28,478 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,478 shares
    Change vs previous 13F +330 shares

    0.32% of the 13F portfolio, value $993,325.

    13F-HR 0002063364-26-000259 filed by Freedom Financial Partners 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 28,148 shares
    Change vs previous 13F -1,538 shares

    0.35% of the 13F portfolio, value $974,779.

    13F-HR 0002063364-26-000101 filed by Freedom Financial Partners 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 29,686 shares
    Change vs previous 13F +1,488 shares

    0.38% of the 13F portfolio, value $1,053,258.

    13F-HR 0002063364-26-000007 filed by Freedom Financial Partners 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 28,198 shares
    Change vs previous 13F +3,031 shares

    0.38% of the 13F portfolio, value $1,008,092.

    13F-HR 0002063364-25-000236 filed by Freedom Financial Partners 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 25,167 shares
    Change vs previous 13F +1,273 shares

    0.38% of the 13F portfolio, value $893,163.

    13F-HR 0002063364-25-000209 filed by Freedom Financial Partners 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 23,894 shares
    Change vs previous 13F +11,017 shares

    0.39% of the 13F portfolio, value $831,992.

    13F-HR 0002063364-25-000021 filed by Freedom Financial Partners 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 12,877 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $447,347.

    13F-HR 0001345576-25-000007 filed by Freedom Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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