Position in PHYS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,014,134
+$74,124 QoQ
Shares Held
33,614
+26.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#305
of 650 holders
Holding Since
Dec 2025
3 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, 2026Cedrus Wealth Group LLC holds $27,357,132 across 3 Asset Management names. PHYS ranks #3 (3.7% of the industry book) .
All Filings in PHYS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,134 | 33,614 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $940,010 | 26,524 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,109,867 | 124,466 | Shares | Sole | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||