Skip to content
Disclosery

PFW Advisors LLC: PHYL position timeline

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

PFW Advisors LLC held 67,987 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 67,987 shares
    Change vs previous 13F +803 shares

    0.67% of the 13F portfolio, value $2,272,805.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 67,184 shares
    Change vs previous 13F -48 shares

    0.68% of the 13F portfolio, value $2,343,378.

    13F-HR 0001989744-26-000003 filed by PFW Advisors 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 67,232 shares
    Change vs previous 13F -65,233 shares

    0.73% of the 13F portfolio, value $2,328,244.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 132,465 shares
    Change vs previous 13F +633 shares

    1.42% of the 13F portfolio, value $4,699,858.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 131,832 shares
    Change vs previous 13F +596 shares

    1.39% of the 13F portfolio, value $4,712,994.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 131,236 shares
    Change vs previous 13F -576 shares

    1.43% of the 13F portfolio, value $4,657,566.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 131,812 shares
    Change vs previous 13F -4,744 shares

    1.44% of the 13F portfolio, value $4,589,694.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 136,556 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,743,955.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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