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FIDELIS CAPITAL PARTNERS, LLC: PHYS position timeline

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

FIDELIS CAPITAL PARTNERS, LLC held 543,915 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 543,915 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $16,409,916.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, 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 543,915 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $19,276,348.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, 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 543,915 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $17,960,073.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, 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 543,915 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $16,110,762.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, 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 543,915 shares
    Change vs previous 13F -9,365 shares

    1.28% of the 13F portfolio, value $14,065,642.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, 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 553,280 shares
    Change vs previous 13F +3,000 shares

    1.48% of the 13F portfolio, value $13,914,992.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, 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 550,280 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $11,996,104.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, 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 550,280 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $11,616,411.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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