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VanWeelden Wealth Management, LLC: PHYS position timeline

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

VanWeelden Wealth Management, LLC held 59,100 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,100 shares
    Change vs previous 13F +5,374 shares

    1.33% of the 13F portfolio, value $1,783,047.

    13F-HR 0001951757-26-001248 filed by VanWeelden 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 53,726 shares
    Change vs previous 13F +2,461 shares

    1.52% of the 13F portfolio, value $1,904,049.

    13F-HR 0001951757-26-000820 filed by VanWeelden 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 51,265 shares
    Change vs previous 13F -500 shares

    1.33% of the 13F portfolio, value $1,692,770.

    13F-HR 0001951757-26-000335 filed by VanWeelden 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 51,765 shares
    Change vs previous 13F -270 shares

    1.26% of the 13F portfolio, value $1,533,279.

    13F-HR 0001951757-25-001252 filed by VanWeelden 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 ended2025-03-31
    13F 52,035 shares
    Change vs previous 13F +4,730 shares

    1.11% of the 13F portfolio, value $1,251,962.

    13F-HR 0001951757-25-000397 filed by VanWeelden 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 ended2024-12-31
    13F 47,305 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $952,723.

    13F-HR 0001951757-25-000216 filed by VanWeelden Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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