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Disclosery

Evanson Asset Management, LLC: PHYS position timeline

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

Evanson Asset Management, LLC held 3,839,307 PHYS shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,839,307 shares
    Change vs previous 13F -240,703 shares

    7.3% of the 13F portfolio, value $136,065,027.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 4,080,010 shares
    Change vs previous 13F -458,182 shares

    7.27% of the 13F portfolio, value $134,721,938.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,538,192 shares
    Change vs previous 13F -304,894 shares

    7.58% of the 13F portfolio, value $134,421,243.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,843,086 shares
    Change vs previous 13F -183,503 shares

    7.63% of the 13F portfolio, value $122,772,226.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,026,589 shares
    Change vs previous 13F -301,667 shares

    8.57% of the 13F portfolio, value $120,939,728.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,328,256 shares
    Change vs previous 13F -135,651 shares

    7.35% of the 13F portfolio, value $107,311,073.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,463,907 shares
    Change vs previous 13F -157,575 shares

    7.86% of the 13F portfolio, value $111,354,426.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 5,621,482 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $101,523,966.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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