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PFG Investments, LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Investments, LLC on PHYS, newest first. How the timeline and the estimate are built.

PFG Investments, LLC held 255,745 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,745 shares
    Change vs previous 13F +10,136 shares

    0.3% of the 13F portfolio, value $7,715,827.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 245,609 shares
    Change vs previous 13F -13,255 shares

    0.41% of the 13F portfolio, value $8,704,383.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 258,864 shares
    Change vs previous 13F -172 shares

    0.4% of the 13F portfolio, value $8,547,689.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 259,036 shares
    Change vs previous 13F +1,225 shares

    0.4% of the 13F portfolio, value $7,672,646.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 257,811 shares
    Change vs previous 13F +1,290 shares

    0.38% of the 13F portfolio, value $6,535,509.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 256,521 shares
    Change vs previous 13F -3,503 shares

    0.4% of the 13F portfolio, value $6,171,895.

    13F-HR 0001754960-25-000234 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 260,024 shares
    Change vs previous 13F +3,804 shares

    0.33% of the 13F portfolio, value $5,236,883.

    13F-HR 0001754960-25-000057 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 256,220 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,221,764.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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