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Disclosery

Stillwater Wealth Management Group: PHYS position timeline

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

Stillwater Wealth Management Group held 10,800 PHYS shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,800 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $382,752.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 10,800 shares
    Change vs previous 13F -800 shares

    0.24% of the 13F portfolio, value $356,616.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,600 shares
    Change vs previous 13F -1,400 shares

    0.24% of the 13F portfolio, value $343,592.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 13,000 shares
    Change vs previous 13F -1,800 shares

    0.27% of the 13F portfolio, value $312,780.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 14,800 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $298,072.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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