Palumbo Wealth Management LLC: PHYS position timeline

Palumbo Wealth Management LLC held 201,527 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 201,527 shares

   Change vs previous 13F -2,335 shares

   1.27% of the 13F portfolio, value $6,080,077.

   13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 203,862 shares

   Change vs previous 13F -444 shares

   1.76% of the 13F portfolio, value $7,224,878.

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 204,306 shares

   Change vs previous 13F +5,890 shares

   1.66% of the 13F portfolio, value $6,746,193.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 198,416 shares

   Change vs previous 13F -33,725 shares

   1.88% of the 13F portfolio, value $5,877,075.

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 232,141 shares

   Change vs previous 13F -44,867 shares

   1.82% of the 13F portfolio, value $5,884,769.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 277,008 shares

   Change vs previous 13F +2,501 shares

   2.23% of the 13F portfolio, value $6,664,807.

   13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 274,507 shares

   Change vs previous 13F +9,870 shares

   2.06% of the 13F portfolio, value $5,528,567.

   13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 264,637 shares

   Change vs previous 13F not available

   2.1% of the 13F portfolio, value $5,393,298.

   13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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