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MONETA GROUP INVESTMENT ADVISORS LLC: PHYS position timeline

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

MONETA GROUP INVESTMENT ADVISORS LLC held 10,104 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,104 shares
    Change vs previous 13F -1,063 shares

    <0.01% of the 13F portfolio, value $304,838.

    13F-HR 0001120927-26-000008 filed by MONETA GROUP 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 11,167 shares
    Change vs previous 13F -7,957 shares

    <0.01% of the 13F portfolio, value $395,758.

    13F-HR 0001120927-26-000006 filed by MONETA GROUP 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 19,124 shares
    Change vs previous 13F +2,000 shares

    <0.01% of the 13F portfolio, value $631,474.

    13F-HR 0001120927-26-000001 filed by MONETA GROUP 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 17,124 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $507,213.

    13F-HR 0001120927-25-000008 filed by MONETA GROUP 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 16,872 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $427,705.

    13F-HR 0001120927-25-000004 filed by MONETA GROUP 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 16,872 shares
    Change vs previous 13F -2,134 shares

    0.01% of the 13F portfolio, value $405,940.

    13F-HR 0001120927-25-000003 filed by MONETA GROUP 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 19,006 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $382,781.

    13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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