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WADDELL & ASSOCIATES, LLC: PHYS position timeline

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

WADDELL & ASSOCIATES, LLC held 50,326 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,326 shares
    Change vs previous 13F -116 shares

    0.08% of the 13F portfolio, value $1,518,335.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 50,442 shares
    Change vs previous 13F -774 shares

    0.1% of the 13F portfolio, value $1,787,664.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 51,216 shares
    Change vs previous 13F +782 shares

    0.11% of the 13F portfolio, value $1,691,152.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 50,434 shares
    Change vs previous 13F -18,313 shares

    0.13% of the 13F portfolio, value $1,493,855.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 68,747 shares
    Change vs previous 13F -860 shares

    0.19% of the 13F portfolio, value $1,742,736.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 69,607 shares
    Change vs previous 13F -6,422 shares

    0.2% of the 13F portfolio, value $1,674,744.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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/A 76,029 shares
    Change vs previous 13F -19,725 shares

    0.16% of the 13F portfolio, value $1,531,224.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 95,754 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,951,467.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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