Essex Financial Services, Inc.
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,282,427 | 402,254 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $11,954,987 | 403,612 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $10,271,743 | 405,197 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $10,050,968 | 417,746 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $8,371,895 | 415,685 | Shares | Defined | 2025-01-29 |
| 2024-09-30 | $8,464,731 | 415,345 | Shares | Defined | 2024-10-24 |
| 2024-06-30 | $7,669,467 | 424,666 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $7,481,834 | 432,476 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $6,780,429 | 425,639 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $6,117,146 | 427,175 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $6,339,269 | 424,884 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $6,388,365 | 413,219 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $5,768,154 | 409,089 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $5,278,438 | 412,378 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $5,879,637 | 414,643 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $7,216,814 | 469,539 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $5,624,582 | 391,684 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $5,417,838 | 392,597 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $4,107,535 | 292,768 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $3,926,018 | 292,768 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $3,767,037 | 249,638 | Shares | Sole | 2021-02-05 |
| 2020-09-30 | $4,214 | 280 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $3,849 | 269 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $3,764,731 | 286,946 | Shares | Sole | 2020-05-15 |