Skip to content
Disclosery

SpringVest Wealth Management LLC: PHYS position timeline

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

SpringVest Wealth Management LLC held 16,814 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,814 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $507,278.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management 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 16,789 shares
    Change vs previous 13F -100 shares

    0.41% of the 13F portfolio, value $595,002.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management 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 16,889 shares
    Change vs previous 13F -2,484 shares

    0.39% of the 13F portfolio, value $557,675.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management 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 19,373 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $573,828.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management 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 19,373 shares
    Change vs previous 13F +13 shares

    0.4% of the 13F portfolio, value $491,106.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management 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 19,360 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $465,802.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management 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 19,360 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $389,910.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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