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Disclosery

Sowell Financial Services LLC: PHYS position timeline

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

Sowell Financial Services LLC held 32,980 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 32,980 shares
    Change vs previous 13F +1,503 shares

    0.03% of the 13F portfolio, value $994,999.

    13F-HR 0001633697-26-000004 filed by Sowell Financial 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 31,477 shares
    Change vs previous 13F -178,825 shares

    0.04% of the 13F portfolio, value $1,115,535.

    13F-HR 0001633697-26-000003 filed by Sowell Financial 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 210,302 shares
    Change vs previous 13F -69,970 shares

    0.26% of the 13F portfolio, value $6,944,187.

    13F-HR 0001633697-26-000002 filed by Sowell Financial 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 280,272 shares
    Change vs previous 13F -27,816 shares

    0.32% of the 13F portfolio, value $8,301,662.

    13F-HR 0001633697-25-000010 filed by Sowell Financial 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 308,088 shares
    Change vs previous 13F +256,961 shares

    0.32% of the 13F portfolio, value $7,810,036.

    13F-HR 0001633697-25-000007 filed by Sowell Financial 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 51,127 shares
    Change vs previous 13F +9,985 shares

    0.06% of the 13F portfolio, value $1,230,111.

    13F-HR 0001633697-25-000006 filed by Sowell Financial 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 41,142 shares
    Change vs previous 13F +8,777 shares

    0.04% of the 13F portfolio, value $828,596.

    13F-HR 0001633697-25-000003 filed by Sowell Financial 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 32,365 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $660,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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