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Horst & Graben Wealth Management LLC: PHYL position timeline

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

Horst & Graben Wealth Management LLC held 0 PHYL shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,525 shares

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 17,525 shares
    Change vs previous 13F +1,083 shares

    0.11% of the 13F portfolio, value $610,221.

    13F-HR 0001754960-25-000263 filed by Horst & Graben 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 ended2024-12-31
    13F 16,442 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $571,195.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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