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AE Wealth Management LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PHYS, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 88,178 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,178 shares
    Change vs previous 13F -463 shares

    0.01% of the 13F portfolio, value $2,660,331.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,641 shares
    Change vs previous 13F +5,968 shares

    0.02% of the 13F portfolio, value $3,141,437.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,673 shares
    Change vs previous 13F +16,997 shares

    0.02% of the 13F portfolio, value $2,729,863.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,676 shares
    Change vs previous 13F +10,970 shares

    0.01% of the 13F portfolio, value $1,945,323.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,706 shares
    Change vs previous 13F -8,234 shares

    0.01% of the 13F portfolio, value $1,386,797.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,940 shares
    Change vs previous 13F -21,670 shares

    0.01% of the 13F portfolio, value $1,514,336.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 84,610 shares
    Change vs previous 13F +5,974 shares

    0.01% of the 13F portfolio, value $1,704,045.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 78,636 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,602,602.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).