Position in PHYS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$424,522
-$74,154 QoQ
Shares Held
14,071
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#421
of 649 holders
Holding Since
Mar 2024
10 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, 2026Burton Enright Welch holds $983,777 across 3 Asset Management names. PHYS ranks #1 (43.2% of the industry book) .
All Filings in PHYS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,522 | 14,071 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $498,676 | 14,071 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $464,624 | 14,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $416,783 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $356,699 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $338,548 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2024-12-31 | $283,389 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2024-09-30 | $286,766 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2024-06-30 | $254,122 | 14,071 | Shares | Sole | 2026-03-09 | |
| 2024-03-31 | $243,428 | 14,071 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||