Position in PHYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$940,010
-$3,169,857 QoQ
Shares Held
26,524
-78.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cedrus Wealth Group LLC holds $26,636,224 across 3 Asset Management names. PHYS ranks #3 (3.5% of the industry book) .
All Filings in PHYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||