Position in PHYS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,085,576
-$218,119 QoQ
Shares Held
35,982
-2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#298
of 646 holders
Holding Since
Mar 2022
14 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, 2026Crown Wealth Group, LLC holds $1,695,374 across 3 Asset Management names. PHYS ranks #1 (64.0% of the industry book) .
All Filings in PHYS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,576 | 35,982 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,303,695 | 36,786 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,189,083 | 36,011 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $881,431 | 29,758 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $668,302 | 26,363 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $603,136 | 25,068 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $520,860 | 25,862 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $449,806 | 22,071 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $192,537 | 10,661 | Shares | Sole | 2024-07-26 | |
| 2023-09-30 | $241,220 | 16,845 | Shares | Sole | 2023-10-25 | |
| 2022-12-31 | $188,094 | 13,340 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $157,427 | 12,299 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,037,834 | 73,190 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $716,503 | 46,617 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||