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Vestmark Advisory Solutions, Inc.: PHYL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on PHYL, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 146,793 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,793 shares
    Change vs previous 13F -18,928 shares

    0.05% of the 13F portfolio, value $5,120,140.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 165,721 shares
    Change vs previous 13F -54,006 shares

    0.06% of the 13F portfolio, value $5,738,918.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 219,727 shares
    Change vs previous 13F -35,080 shares

    0.11% of the 13F portfolio, value $7,795,914.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 254,807 shares
    Change vs previous 13F -302,083 shares

    0.17% of the 13F portfolio, value $9,109,350.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 556,890 shares
    Change vs previous 13F +326,057 shares

    0.29% of the 13F portfolio, value $19,764,026.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 230,833 shares
    Change vs previous 13F -16,065 shares

    0.21% of the 13F portfolio, value $8,037,605.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 246,898 shares
    Change vs previous 13F +25,791 shares

    0.3% of the 13F portfolio, value $8,577,237.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, 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 221,107 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,916,228.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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