Position in PHYS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$350,364
-$61,200 QoQ
Shares Held
11,613
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#446
of 649 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $1,686,282 across 3 Asset Management names. PHYS ranks #3 (20.8% of the industry book) .
All Filings in PHYS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,364 | 11,613 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $411,564 | 11,613 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $383,461 | 11,613 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $343,977 | 11,613 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $294,389 | 11,613 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $279,408 | 11,613 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $233,885 | 11,613 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $236,672 | 11,613 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $209,730 | 11,613 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $200,904 | 11,613 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $184,995 | 11,613 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $166,298 | 11,613 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $173,265 | 11,613 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $179,536 | 11,613 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $163,743 | 11,613 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||