Position in PHYS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$427,796
+$47,307 QoQ
Shares Held
12,071
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Clarity Financial LLC holds $18,935,471 across 5 Asset Management names. PHYS ranks #2 (2.3% of the industry book) .
All Filings in PHYS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,796 | 12,071 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $380,489 | 11,523 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $705,518 | 23,819 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $402,938 | 15,895 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $393,260 | 16,345 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $329,188 | 16,345 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $333,111 | 16,345 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $292,481 | 16,195 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $352,833 | 20,395 | Shares | Sole | 2024-04-15 | |
| 2022-06-30 | $255,098 | 17,990 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $484,155 | 31,500 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $165,140 | 11,500 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $158,700 | 11,500 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||