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WealthBridge Capital Management, LLC: PHYS position timeline

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

WealthBridge Capital Management, LLC held 10,297 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,297 shares
    Change vs previous 13F +128 shares

    0.06% of the 13F portfolio, value $310,660.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital 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 10,169 shares
    Change vs previous 13F -2,693 shares

    0.08% of the 13F portfolio, value $360,389.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital 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 12,862 shares
    Change vs previous 13F -319 shares

    0.1% of the 13F portfolio, value $424,703.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital 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 13,181 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $390,421.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital 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 ended2025-06-30
    13F 13,181 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $334,138.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital 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 ended2025-03-31
    13F 13,245 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $318,675.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, LLC
    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 13,226 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $266,372.

    13F-HR 0001951757-25-000173 filed by WealthBridge Capital Management, LLC
    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 13,245 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $269,933.

    13F-HR 0001951757-24-000986 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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