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Disclosery

Cedrus Wealth Group LLC: PHYS position timeline

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

Cedrus Wealth Group LLC held 33,614 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,614 shares
    Change vs previous 13F +7,090 shares

    0.89% of the 13F portfolio, value $1,014,134.

    13F-HR 0001172661-26-002938 filed by Cedrus Wealth Group 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 26,524 shares
    Change vs previous 13F -97,942 shares

    1.05% of the 13F portfolio, value $940,011.

    13F-HR 0001172661-26-002006 filed by Cedrus Wealth Group 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 124,466 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $4,109,867.

    13F-HR 0001172661-26-002440 filed by Cedrus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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