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Disclosery

SMI Advisory Services, LLC: PHYS position timeline

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

SMI Advisory Services, LLC held 71,925 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,925 shares
    Change vs previous 13F -240,819 shares

    0.37% of the 13F portfolio, value $2,259,166.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 312,744 shares
    Change vs previous 13F -10,900 shares

    1.82% of the 13F portfolio, value $11,017,972.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 323,644 shares
    Change vs previous 13F -15,699 shares

    1.95% of the 13F portfolio, value $11,330,777.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, 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 339,343 shares
    Change vs previous 13F -2,558 shares

    1.92% of the 13F portfolio, value $10,132,783.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, 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 341,901 shares
    Change vs previous 13F -3,384 shares

    1.69% of the 13F portfolio, value $8,756,085.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, 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 345,285 shares
    Change vs previous 13F +128,816 shares

    1.78% of the 13F portfolio, value $7,879,405.

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, 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 216,469 shares
    Change vs previous 13F -92,633 shares

    1.02% of the 13F portfolio, value $4,437,615.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, 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 309,102 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $6,361,323.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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