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RFG - Bristol Wealth Advisors, LLC: PHYL position timeline

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

RFG - Bristol Wealth Advisors, LLC held 64,255 PHYL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,255 shares
    Change vs previous 13F +5,141 shares

    0.51% of the 13F portfolio, value $2,148,036.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,114 shares
    Change vs previous 13F +2,620 shares

    0.5% of the 13F portfolio, value $2,061,897.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth 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 56,494 shares
    Change vs previous 13F +5,468 shares

    0.53% of the 13F portfolio, value $1,956,393.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth 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 51,026 shares
    Change vs previous 13F +2,710 shares

    0.5% of the 13F portfolio, value $1,810,405.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth 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 48,316 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,727,293.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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