Skip to content
Disclosery

Valued Retirements, Inc.: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on PHYS, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 147,619 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,619 shares
    Change vs previous 13F -1,968 shares

    4% of the 13F portfolio, value $4,453,665.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, Inc.
    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 149,587 shares
    Change vs previous 13F -1,063 shares

    5.18% of the 13F portfolio, value $5,301,363.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, Inc.
    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 150,650 shares
    Change vs previous 13F +16,750 shares

    4.86% of the 13F portfolio, value $4,974,463.

    13F-HR 0002044874-26-000002 filed by Valued Retirements, Inc.
    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 133,900 shares
    Change vs previous 13F 0 shares

    3.83% of the 13F portfolio, value $3,394,365.

    13F-HR 0002044874-25-000011 filed by Valued Retirements, Inc.
    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 133,900 shares
    Change vs previous 13F +28,753 shares

    3.83% of the 13F portfolio, value $3,394,365.

    13F-HR 0002044874-25-000007 filed by Valued Retirements, Inc.
    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 105,147 shares
    Change vs previous 13F +46,798 shares

    3.33% of the 13F portfolio, value $2,529,837.

    13F-HR 0002044874-25-000004 filed by Valued Retirements, Inc.
    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 58,349 shares
    Change vs previous 13F +22,768 shares

    1.58% of the 13F portfolio, value $1,175,149.

    13F-HR 0002044874-25-000002 filed by Valued Retirements, Inc.
    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 35,581 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $725,141.

    13F-HR 0002044874-24-000001 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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