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Disclosery

IPG Investment Advisors LLC: PHYS position timeline

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

IPG Investment Advisors LLC held 27,064 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,064 shares
    Change vs previous 13F -4,277 shares

    0.12% of the 13F portfolio, value $816,521.

    13F-HR 0001602237-26-000006 filed by IPG Investment 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 31,341 shares
    Change vs previous 13F -6,796 shares

    0.19% of the 13F portfolio, value $1,110,725.

    13F-HR 0001602237-26-000004 filed by IPG Investment 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 38,137 shares
    Change vs previous 13F -4,431 shares

    0.22% of the 13F portfolio, value $1,259,284.

    13F-HR 0001602237-26-000002 filed by IPG Investment Advisors 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 42,568 shares
    Change vs previous 13F -6,565 shares

    0.22% of the 13F portfolio, value $1,260,864.

    13F-HR 0001602237-25-000009 filed by IPG Investment Advisors 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 49,133 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,245,522.

    13F-HR 0001602237-25-000007 filed by IPG Investment Advisors 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 49,133 shares
    Change vs previous 13F -641 shares

    0.27% of the 13F portfolio, value $1,182,140.

    13F-HR 0001602237-25-000004 filed by IPG Investment Advisors 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 49,774 shares
    Change vs previous 13F -1,978 shares

    0.23% of the 13F portfolio, value $1,002,448.

    13F-HR 0001602237-25-000002 filed by IPG Investment Advisors 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 51,752 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,054,706.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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