Position in PHYS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,357
-$237 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 646 holders
Holding Since
Jun 2025
5 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, 2026Paladin Advisory Group, LLC holds $53,491 across 3 Asset Management names. PHYS ranks #3 (2.5% of the industry book) .
All Filings in PHYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357 | 45 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,594 | 45 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $1,485 | 45 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $1,332 | 45 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $1,140 | 45 | Shares | Other | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||