Position in PHYS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$684,768
+$19,879 QoQ
Shares Held
22,697
+21.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#351
of 646 holders
Holding Since
Dec 2024
6 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, 2026Kiker Wealth Management, LLC holds $6,504,308 across 4 Asset Management names. PHYS ranks #4 (10.5% of the industry book) .
All Filings in PHYS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,768 | 22,697 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $664,889 | 18,761 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $959,895 | 32,407 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $826,587 | 32,607 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $625,656 | 26,004 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $641,418 | 31,848 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||