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Disclosery

NewEdge Wealth, LLC: PHYS position timeline

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

NewEdge Wealth, LLC held 234,115 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,115 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $7,063,250.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 234,115 shares
    Change vs previous 13F -26,828 shares

    0.1% of the 13F portfolio, value $8,297,036.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 260,943 shares
    Change vs previous 13F +24,828 shares

    0.1% of the 13F portfolio, value $8,616,338.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 236,115 shares
    Change vs previous 13F -950 shares

    0.1% of the 13F portfolio, value $7,123,590.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 237,065 shares
    Change vs previous 13F -775 shares

    0.1% of the 13F portfolio, value $6,182,655.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 237,840 shares
    Change vs previous 13F +11,400 shares

    0.1% of the 13F portfolio, value $5,722,430.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 226,440 shares
    Change vs previous 13F -1,195 shares

    0.08% of the 13F portfolio, value $4,560,502.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 227,635 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,639,201.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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