SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,305,503 | 857,223 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $25,432,205 | 858,616 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $21,959,614 | 866,257 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $20,696,676 | 860,211 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $16,893,613 | 838,809 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $16,628,918 | 815,943 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $14,060,649 | 778,552 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $13,364,544 | 772,517 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $12,222,085 | 767,237 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $11,179,724 | 780,707 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $11,533,264 | 773,007 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $11,860,788 | 767,192 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $10,320,382 | 731,942 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $9,271,296 | 724,320 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $10,339,091 | 729,132 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $10,834,067 | 704,884 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $8,845,961 | 616,014 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $8,378,863 | 607,164 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $8,438,946 | 601,493 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $7,674,234 | 572,277 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $8,297,010 | 549,835 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $8,017,661 | 532,735 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $7,031,218 | 491,350 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $6,318,264 | 481,575 | Shares | Sole | 2020-04-14 |