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Cetera Investment Advisers: PHYS position timeline

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

Cetera Investment Advisers held 1,658,246 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,658,246 shares
    Change vs previous 13F -68,543 shares

    0.05% of the 13F portfolio, value $50,029,283.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,726,789 shares
    Change vs previous 13F +91,695 shares

    0.07% of the 13F portfolio, value $61,197,398.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,635,094 shares
    Change vs previous 13F -151,868 shares

    0.06% of the 13F portfolio, value $53,990,801.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,786,962 shares
    Change vs previous 13F +587,652 shares

    0.06% of the 13F portfolio, value $52,929,826.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,199,310 shares
    Change vs previous 13F +44,234 shares

    0.05% of the 13F portfolio, value $30,402,511.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 1,155,076 shares
    Change vs previous 13F +23,608 shares

    0.05% of the 13F portfolio, value $27,791,131.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 1,131,468 shares
    Change vs previous 13F +40,185 shares

    0.05% of the 13F portfolio, value $22,787,760.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 1,091,283 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,240,355.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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