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Steward Partners Investment Advisory, LLC: PHYS position timeline

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

Steward Partners Investment Advisory, LLC held 225,504 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,504 shares
    Change vs previous 13F -4,940 shares

    0.03% of the 13F portfolio, value $6,803,456.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 230,444 shares
    Change vs previous 13F -36,090 shares

    0.04% of the 13F portfolio, value $8,166,935.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 266,534 shares
    Change vs previous 13F -21,727 shares

    0.05% of the 13F portfolio, value $8,800,953.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 288,261 shares
    Change vs previous 13F +6,374 shares

    0.05% of the 13F portfolio, value $8,538,290.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 281,887 shares
    Change vs previous 13F -16,742 shares

    0.06% of the 13F portfolio, value $7,145,835.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 298,629 shares
    Change vs previous 13F -29,736 shares

    0.06% of the 13F portfolio, value $7,185,014.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 328,365 shares
    Change vs previous 13F +4,365 shares

    0.06% of the 13F portfolio, value $6,613,271.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 324,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,603,120.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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