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FULCRUM WEALTH ADVISORS, LLC: PHYS position timeline

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

FULCRUM WEALTH ADVISORS, LLC held 249,961 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,961 shares
    Change vs previous 13F -91,191 shares

    5.76% of the 13F portfolio, value $7,541,323.

    13F-HR 0002108790-26-000004 filed by FULCRUM WEALTH 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 341,152 shares
    Change vs previous 13F -3,588 shares

    10.02% of the 13F portfolio, value $12,090,427.

    13F-HR 0002108790-26-000003 filed by FULCRUM WEALTH 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 344,740 shares
    Change vs previous 13F not available

    9.37% of the 13F portfolio, value $11,383,315.

    13F-HR 0002108790-26-000001 filed by FULCRUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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