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Disclosery

Apriem Advisors: PHYS position timeline

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

Apriem Advisors held 10,871 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,871 shares
    Change vs previous 13F -266 shares

    0.03% of the 13F portfolio, value $327,978.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 11,137 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $394,695.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 11,113 shares
    Change vs previous 13F -1,195 shares

    0.03% of the 13F portfolio, value $366,951.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 12,308 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $364,563.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 12,113 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $307,065.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 12,113 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $291,439.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 12,113 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $243,956.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 12,113 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,863.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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