Skip to content
Disclosery

Capital Analysts, LLC: PHYL position timeline

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

Capital Analysts, LLC held 558,617 PHYL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558,617 shares
    Change vs previous 13F +70,954 shares

    0.45% of the 13F portfolio, value $19,484,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 487,663 shares
    Change vs previous 13F +136,455 shares

    0.44% of the 13F portfolio, value $16,887,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 351,208 shares
    Change vs previous 13F +141,466 shares

    0.34% of the 13F portfolio, value $12,461,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 209,742 shares
    Change vs previous 13F +181,447 shares

    0.22% of the 13F portfolio, value $7,498,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 28,295 shares
    Change vs previous 13F +24,522 shares

    0.03% of the 13F portfolio, value $1,004,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 3,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $131,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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