Position in PHYS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$745,651
-$130,248 QoQ
Shares Held
24,715
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#342
of 649 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $1,579,168 across 3 Asset Management names. PHYS ranks #1 (47.2% of the industry book) .
All Filings in PHYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,651 | 24,715 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $875,899 | 24,715 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||