Position in PHYS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,463,863
-$212,884 QoQ
Shares Held
81,666
+8.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
10.07%
of 13F equity value
Holder Rank
#197
of 649 holders
Holding Since
Jun 2020
25 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, 2026HC Advisors, LLC holds $5,729,624 across 3 Asset Management names. PHYS ranks #2 (43.0% of the industry book) .
All Filings in PHYS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,463,863 | 81,666 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,676,747 | 75,529 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,361,029 | 71,503 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,099,406 | 70,878 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,805,072 | 71,206 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,713,216 | 71,206 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,434,088 | 71,206 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,501,211 | 73,661 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,384,876 | 76,682 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,318,640 | 76,222 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,392,632 | 87,422 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,323,483 | 92,422 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,356,556 | 90,922 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,405,654 | 90,922 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,282,000 | 90,922 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,296,371 | 101,279 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,431,839 | 100,976 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,528,946 | 99,476 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,100,449 | 76,633 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $906,453 | 65,685 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $954,194 | 68,011 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $898,952 | 67,036 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $993,314 | 65,826 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $986,166 | 65,526 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $870,734 | 60,848 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||