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SAX WEALTH ADVISORS, LLC: PHYL position timeline

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

SAX WEALTH ADVISORS, LLC held 125,484 PHYL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 125,484 shares
    Change vs previous 13F +15,137 shares

    0.12% of the 13F portfolio, value $4,194,920.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,347 shares
    Change vs previous 13F +6,331 shares

    0.16% of the 13F portfolio, value $3,821,324.

    13F-HR 0001846150-26-000007 filed by SAX 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 104,016 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,690,475.

    13F-HR 0001846150-26-000005 filed by SAX 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 104,016 shares
    Change vs previous 13F +14,184 shares

    0.17% of the 13F portfolio, value $3,690,475.

    13F-HR 0001846150-26-000002 filed by SAX 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 89,832 shares
    Change vs previous 13F +27,027 shares

    0.17% of the 13F portfolio, value $3,211,487.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH 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 62,805 shares
    Change vs previous 13F +15,567 shares

    0.13% of the 13F portfolio, value $2,228,937.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH 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 47,238 shares
    Change vs previous 13F +21,484 shares

    0.12% of the 13F portfolio, value $1,644,820.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH 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 25,754 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $894,690.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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