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Disclosery

Clearstead Advisors, LLC: PHYS position timeline

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

Clearstead Advisors, LLC held 147,094 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,094 shares
    Change vs previous 13F -2,934 shares

    0.04% of the 13F portfolio, value $4,437,827.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 150,028 shares
    Change vs previous 13F +131 shares

    0.05% of the 13F portfolio, value $5,316,993.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 149,897 shares
    Change vs previous 13F +20,394 shares

    0.06% of the 13F portfolio, value $4,949,599.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 129,503 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,835,880.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 129,503 shares
    Change vs previous 13F -812 shares

    0.05% of the 13F portfolio, value $3,282,902.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 130,315 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,135,380.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 130,315 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,624,545.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 130,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,655,820.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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