Steward Partners Investment Advisory, LLC
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,800,952 | 266,534 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $8,538,290 | 288,261 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $7,145,835 | 281,887 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $7,185,013 | 298,629 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $6,613,271 | 328,365 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $6,603,120 | 324,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $5,553,901 | 307,525 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,959,477 | 286,675 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $4,637,191 | 291,098 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $3,363,123 | 234,855 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,257,110 | 218,305 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,672,724 | 172,880 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,372,621 | 168,271 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,746,905 | 136,477 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,761,467 | 124,222 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,930,149 | 125,579 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,717,513 | 119,604 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $2,388,987 | 173,115 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $2,534,758 | 180,667 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,145,441 | 85,417 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,617,979 | 107,222 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,963,603 | 130,472 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $1,417,333 | 99,045 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $622,872 | 47,475 | Shares | Sole | 2020-04-29 |