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Disclosery

Dakota Wealth Management: PHYS position timeline

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

Dakota Wealth Management held 265,379 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,379 shares
    Change vs previous 13F +28,314 shares

    0.15% of the 13F portfolio, value $8,006,485.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 237,065 shares
    Change vs previous 13F +36,437 shares

    0.18% of the 13F portfolio, value $8,401,584.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 200,628 shares
    Change vs previous 13F +53,411 shares

    0.12% of the 13F portfolio, value $6,624,737.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 147,217 shares
    Change vs previous 13F +26,060 shares

    0.09% of the 13F portfolio, value $4,360,568.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 121,157 shares
    Change vs previous 13F +31,908 shares

    0.06% of the 13F portfolio, value $3,071,330.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 89,249 shares
    Change vs previous 13F -4,000 shares

    0.05% of the 13F portfolio, value $2,147,331.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 93,249 shares
    Change vs previous 13F -4,707 shares

    0.04% of the 13F portfolio, value $1,878,035.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 97,956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,996,344.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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