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Petros Family Wealth, LLC: PHYL position timeline

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

Petros Family Wealth, LLC held 7,176 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,176 shares
    Change vs previous 13F -2,351 shares

    0.15% of the 13F portfolio, value $250,299.

    13F-HR 0002004963-26-000003 filed by Petros Family Wealth, 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 9,527 shares
    Change vs previous 13F -9,098 shares

    0.24% of the 13F portfolio, value $329,920.

    13F-HR 0002004963-26-000002 filed by Petros Family Wealth, 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 18,625 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $660,815.

    13F-HR 0002004963-26-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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