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SENTINEL PENSION ADVISORS, LLC: PHYS position timeline

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

SENTINEL PENSION ADVISORS, LLC held 76,300 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 76,300 shares
    Change vs previous 13F +2,880 shares

    0.3% of the 13F portfolio, value $2,312,653.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, 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 73,420 shares
    Change vs previous 13F +2,905 shares

    0.38% of the 13F portfolio, value $2,602,005.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION 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 ended2025-12-31
    13F 70,515 shares
    Change vs previous 13F +1,356 shares

    0.36% of the 13F portfolio, value $2,328,405.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION 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 ended2025-09-30
    13F 69,159 shares
    Change vs previous 13F -15,617 shares

    0.33% of the 13F portfolio, value $2,048,490.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION 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 ended2025-06-30
    13F 84,776 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $2,149,072.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION 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 ended2025-03-31
    13F 84,976 shares
    Change vs previous 13F -116 shares

    0.38% of the 13F portfolio, value $2,044,523.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION 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 ended2024-12-31
    13F 85,092 shares
    Change vs previous 13F -3,105 shares

    0.32% of the 13F portfolio, value $1,713,753.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION 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 ended2024-09-30
    13F 88,197 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,797,455.

    13F-HR 0001725547-24-005914 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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