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Disclosery

JP Wealth Management, Inc.: PHYS position timeline

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

JP Wealth Management, Inc. held 300,228 PHYS shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 300,228 shares
    Change vs previous 13F +1,398 shares

    5.95% of the 13F portfolio, value $9,388,130.

    13F-HR 0001967622-26-000005 filed by JP Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 298,830 shares
    Change vs previous 13F -133,780 shares

    5.68% of the 13F portfolio, value $9,015,701.

    13F-HR 0001967622-26-000003 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 432,610 shares
    Change vs previous 13F +2,840 shares

    10.4% of the 13F portfolio, value $15,331,698.

    13F-HR 0001967622-26-000002 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 429,770 shares
    Change vs previous 13F +96,635 shares

    10.03% of the 13F portfolio, value $14,191,005.

    13F-HR 0001967622-26-000001 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 333,135 shares
    Change vs previous 13F +140,180 shares

    6.64% of the 13F portfolio, value $9,867,459.

    13F-HR 0001967622-25-000004 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 192,955 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $4,891,409.

    13F-HR 0001967622-25-000001 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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