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MBE Wealth Management, LLC: PHYL position timeline

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

MBE Wealth Management, LLC held 35,909 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,909 shares
    Change vs previous 13F +13,961 shares

    0.44% of the 13F portfolio, value $1,252,505.

    13F-HR 0001951757-26-001046 filed by MBE 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 21,948 shares
    Change vs previous 13F +1,188 shares

    0.32% of the 13F portfolio, value $760,072.

    13F-HR 0001951757-26-000681 filed by MBE 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 20,760 shares
    Change vs previous 13F -309 shares

    0.31% of the 13F portfolio, value $736,557.

    13F-HR 0001951757-26-000241 filed by MBE 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 ended2025-09-30
    13F 21,069 shares
    Change vs previous 13F +443 shares

    0.33% of the 13F portfolio, value $753,221.

    13F-HR 0001951757-25-001220 filed by MBE 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 ended2025-06-30
    13F 20,626 shares
    Change vs previous 13F +1,100 shares

    0.32% of the 13F portfolio, value $732,033.

    13F-HR 0001951757-25-000876 filed by MBE 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 ended2025-03-31
    13F 19,526 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $679,911.

    13F-HR 0001951757-25-000408 filed by MBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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