Position in PHYS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,636,555
+$1,514,504 QoQ
Shares Held
153,681
+74.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#147
of 649 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026M. Kulyk & Associates, LLC holds $15,454,867 across 4 Asset Management names. PHYS ranks #2 (30.0% 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 | $4,636,555 | 153,681 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,122,051 | 88,094 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||