Skip to content
Disclosery

KFA Private Wealth Group, LLC: PHYL position timeline

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

KFA Private Wealth Group, LLC held 158,199 PHYL 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 158,199 shares
    Change vs previous 13F +13,514 shares

    1.24% of the 13F portfolio, value $5,288,625.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 144,685 shares
    Change vs previous 13F +3,452 shares

    1.22% of the 13F portfolio, value $5,046,627.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    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 141,233 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,890,923.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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