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United Advisor Group, LLC: PHYL position timeline

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

United Advisor Group, LLC held 29,042 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,042 shares
    Change vs previous 13F +669 shares

    0.11% of the 13F portfolio, value $1,012,973.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 28,373 shares
    Change vs previous 13F +2,198 shares

    0.12% of the 13F portfolio, value $982,559.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 26,175 shares
    Change vs previous 13F +2,363 shares

    0.12% of the 13F portfolio, value $928,699.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 23,812 shares
    Change vs previous 13F +2,668 shares

    0.11% of the 13F portfolio, value $851,264.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 21,144 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $750,404.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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