Skip to content
Disclosery

HARMONY ASSET MANAGEMENT LLC: PHYS position timeline

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

HARMONY ASSET MANAGEMENT LLC held 11,579 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,579 shares
    Change vs previous 13F -10,040 shares

    0.09% of the 13F portfolio, value $349,338.

    13F-HR 0001104659-26-084977 filed by HARMONY 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 ended2026-03-31
    13F 21,619 shares
    Change vs previous 13F -4,547 shares

    0.23% of the 13F portfolio, value $766,177.

    13F-HR 0001104659-26-055537 filed by HARMONY 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 ended2025-12-31
    13F 26,166 shares
    Change vs previous 13F -2,897 shares

    0.29% of the 13F portfolio, value $864,001.

    13F-HR 0001104659-26-011362 filed by HARMONY 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 ended2025-09-30
    13F 29,063 shares
    Change vs previous 13F -78 shares

    0.3% of the 13F portfolio, value $860,846.

    13F-HR 0001104659-25-106777 filed by HARMONY 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 ended2025-06-30
    13F 29,141 shares
    Change vs previous 13F -9,620 shares

    0.28% of the 13F portfolio, value $738,724.

    13F-HR 0001104659-25-078435 filed by HARMONY 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 ended2025-03-31
    13F 38,761 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $932,590.

    13F-HR 0001104659-25-043141 filed by HARMONY 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 ended2024-12-31
    13F 38,761 shares
    Change vs previous 13F +4,067 shares

    0.31% of the 13F portfolio, value $780,647.

    13F-HR 0001104659-25-014410 filed by HARMONY 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 ended2024-09-30
    13F 34,694 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $707,064.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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