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Disclosery

Verity Asset Management, Inc.: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verity Asset Management, Inc. on PHYS, newest first. How the timeline and the estimate are built.

Verity Asset Management, Inc. held 57,443 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 57,443 shares
    Change vs previous 13F +3,648 shares

    0.66% of the 13F portfolio, value $1,733,055.

    13F-HR 0001597298-26-000003 filed by Verity Asset Management, Inc.
    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 53,795 shares
    Change vs previous 13F +8,240 shares

    0.8% of the 13F portfolio, value $1,906,494.

    13F-HR 0001597298-26-000002 filed by Verity Asset Management, Inc.
    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 45,555 shares
    Change vs previous 13F -16,042 shares

    0.65% of the 13F portfolio, value $1,504,226.

    13F-HR 0001597298-26-000001 filed by Verity Asset Management, Inc.
    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 61,597 shares
    Change vs previous 13F -5,094 shares

    0.6% of the 13F portfolio, value $1,824,503.

    13F-HR 0001597298-25-000005 filed by Verity Asset Management, Inc.
    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 66,691 shares
    Change vs previous 13F +14,900 shares

    0.81% of the 13F portfolio, value $1,690,617.

    13F-HR 0001597298-25-000004 filed by Verity Asset Management, Inc.
    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 51,791 shares
    Change vs previous 13F +10,660 shares

    0.51% of the 13F portfolio, value $1,246,091.

    13F-HR 0001597298-25-000002 filed by Verity Asset Management, Inc.
    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 41,131 shares
    Change vs previous 13F -32,473 shares

    0.31% of the 13F portfolio, value $548,030.

    13F-HR 0001597298-25-000001 filed by Verity Asset Management, Inc.
    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 73,604 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,549,248.

    13F-HR 0001597298-24-000004 filed by Verity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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