Position in PHYS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,356,359
+$117,383 QoQ
Shares Held
38,272
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BEAM WEALTH ADVISORS, INC. holds $4,035,214 across 3 Asset Management names. PHYS ranks #2 (33.6% of the industry book) .
All Filings in PHYS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,356,359 | 38,272 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,238,976 | 37,522 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,033,678 | 34,898 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $744,098 | 29,353 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $533,241 | 22,163 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $423,503 | 21,028 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $396,309 | 19,446 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||