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Disclosery

SURIENCE PRIVATE WEALTH LLC: PHYS position timeline

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

SURIENCE PRIVATE WEALTH LLC held 27,882 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,882 shares
    Change vs previous 13F -7,867 shares

    0.74% of the 13F portfolio, value $841,200.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE 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 35,749 shares
    Change vs previous 13F +25,454 shares

    1.36% of the 13F portfolio, value $1,266,945.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE 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 10,295 shares
    Change vs previous 13F +3,175 shares

    0.38% of the 13F portfolio, value $339,941.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE 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 7,120 shares
    Change vs previous 13F +7,120 shares

    0.2% of the 13F portfolio, value $210,894.

    13F-HR 0001725547-25-004108 filed by SURIENCE PRIVATE 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 0 shares
    Change vs previous 13F -101,540 shares

    13F-HR 0001725547-25-003433 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 101,540 shares
    Change vs previous 13F +101,540 shares

    4.26% of the 13F portfolio, value $2,443,052.

    13F-HR 0001725547-25-001543 filed by SURIENCE PRIVATE 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 0 shares
    Change vs previous 13F -110,608 shares

    13F-HR 0001725547-25-000087 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 110,608 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,254,191.

    13F-HR 0001725547-24-005963 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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