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Disclosery

Allworth Financial LP: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on PHYS, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 16,153 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,153 shares
    Change vs previous 13F -15,134 shares

    <0.01% of the 13F portfolio, value $487,337.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 31,287 shares
    Change vs previous 13F -1,282 shares

    <0.01% of the 13F portfolio, value $1,108,812.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 32,569 shares
    Change vs previous 13F +10,175 shares

    <0.01% of the 13F portfolio, value $1,075,429.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 22,394 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $663,311.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 22,359 shares
    Change vs previous 13F +7,026 shares

    <0.01% of the 13F portfolio, value $566,801.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 15,333 shares
    Change vs previous 13F +6,209 shares

    <0.01% of the 13F portfolio, value $390,225.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 9,124 shares
    Change vs previous 13F +4,018 shares

    <0.01% of the 13F portfolio, value $194,342.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 5,106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,061.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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