Position in PHYS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$217,224
-$37,944 QoQ
Shares Held
7,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#530
of 649 holders
Holding Since
Sep 2025
4 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, 2026Coastwise Capital Group, LLC holds $842,128 across 4 Asset Management names. PHYS ranks #3 (25.8% of the industry book) .
All Filings in PHYS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,224 | 7,200 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $255,168 | 7,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $237,744 | 7,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $213,264 | 7,200 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||